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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 Wise Planning, Inc. (swap one in):+ Woodward Financial Advisors, Inc. $641.5M · Chapel Hill, NC+ Riverstone Advisors, LLC $640.9M+ Northwest Quadrant Wealth Management $579.7M · Bend, OR+ Able Wealth Management LLC $579.5M · Toms River, NJ
Boston, MA
Chapel Hill, NC
Assets under management$610.3M$641.3M$641.4M
Asset growth, last 2 years+31%+22%+31%
Advisory staff6127
Individual clients2031951,538
Assets per client$3M$3.3M$417K
Clients per advisor3416220
Main custodianSchwabFidelityRaymond James
Filing with the SEC since201920182012 or earlier
Tools in their stack–12
People on Advicer.bio6117

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

ToolWise Planning, Inc.Single Point PartnersPhoenix Wealth Advisors Inc.
Custodial Platform
Raymond James––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wise Planning, Inc.: Schwab · Single Point Partners: Fidelity · Phoenix Wealth Advisors Inc.: Raymond James