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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 Wiseman & Associates Wealth Management (swap one in):+ Alternative Strategies Group, Inc. $74.2M · Sioux Falls, SD+ Investors Capital Management Inc $74.1M · Darien, CT+ Telegraph Equity Partners Limited $67.1M · Carmel, IN+ Presidio Financial, LLC $67.1M · Houston, TX
Middleburg, VA
Walnut Creek, CA
Johnson City, TN
Assets under management$70.6M$74.2M$74.2M
Asset growth, last 2 years+44%––
Advisory staff233
Individual clients20757176
Assets per client$341K$1.3M$422K
Clients per advisor1041959
Main custodianLPL Financial––
Filing with the SEC since201620262026
Tools in their stack–2–
People on Advicer.bio232

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

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.

ToolWiseman & Associates Wealth ManagementHawley AdvisorsWorthwhile Wealth Council
Email & Office Suites
Microsoft 365–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Wiseman & Associates Wealth Management: LPL Financial · Hawley Advisors: none listed · Worthwhile Wealth Council: none listed