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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Windward Wealth Strategies, Inc. (swap one in):+ Wilon Wealth Management $264.1M · Urbandale, IA+ Highstone Group $263.9M · Richmond, VA+ Prossimo Advisors LLC $238.5M · San Luis Obispo, CA+ Smith Bruer $238.5M · Tallahassee, FL
Oshkosh, WI
Lexington, KY
Winston-Salem, NC
Assets under management$251.2M$264M$238.5M
Asset growth, last 2 years+36%+13%+24%
Advisory staff234
Individual clients394227142
Assets per client$638K$1.2M$1.7M
Clients per advisor1977636
Main custodianFidelityRaymond JamesFidelity
Filing with the SEC since201520172012 or earlier
Tools in their stack–––
People on Advicer.bio254

From each firm's latest Form ADV (Mar 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Windward Wealth Strategies, Inc.: Fidelity, Schwab · Wallace Hart Capital Management: Raymond James · Westhampton Capital: Fidelity