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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 Winter & Associates, Inc. (swap one in):+ Krs Capital Management, LLC $188.9M · Bloomfield Hills, MI+ Seed Wealth Management, Inc. $188.8M+ Taylor Wealth Management, LLC $170.5M · Torrance, CA+ Trumix Advisors $169.9M · Bloomington, MN
St. Paul, MN
Menlo Park, CA
Topeka, KS
Assets under management$179.7M$188.9M$170.7M
Asset growth, last 2 years+55%+490%+19%
Advisory staff412
Individual clients20322261
Assets per client$885K$8.6M$654K
Clients per advisor5122131
Main custodianPershing–Schwab
Filing with the SEC since202220172023
Tools in their stack11–
People on Advicer.bio412

From each firm's latest Form ADV (Oct 2026, May 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

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWinter & Associates, Inc.Portola Creek CapitalProactive Capital Management, Inc.
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Winter & Associates, Inc.: Pershing, Schwab, SEI · Portola Creek Capital: none listed · Proactive Capital Management, Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC