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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 Wisdom Financial Planning (swap one in):+ Infinity Financial Services Advisory $174M · Oakland, CA+ Levatus LLC $173.9M · Boston, MA+ Water Valley Investment Advisors, Inc. $157.2M · Sioux Center, IA+ 401k Generation $156.4M · Altamonte Springs,, FL
Tampa, FL
Miami, FL
Clearwater, FL
Assets under management$165.6M$174.2M$155.8M
Asset growth, last 2 years+19%––
Advisory staff362
Individual clients185280193
Assets per client$895K$622K$807K
Clients per advisor624797
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack3–4
People on Advicer.bio272

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolWisdom Financial PlanningCorrales & Co.Unify Financial Advisors
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Client Data Gathering
JotformUses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wisdom Financial Planning: none listed · Corrales & Co.: Schwab, Equity Trust Advisors, Inc. · Unify Financial Advisors: Schwab