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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 Wisniewski Wealth Management (swap one in):+ Founders Capital Management Inc $281.8M · Houston, TX+ Members Wealth LLC $279.6M · Media, PA+ Jcp Investment Management, LLC $252.3M · Houston, TX+ Riverchase Wealth Management, LLC $251.5M · Flower Mound, TX
Dallas, TX
Woodcliff Lake, NJ
Knoxville, TN
Assets under management$266.1M$279.7M$279.7M
Asset growth, last 2 years+67%+47%+47%
Advisory staff232
Individual clients27384227
Assets per client$975K$3.3M$1.2M
Clients per advisor13728114
Main custodianSchwabFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio142

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

ToolWisniewski Wealth ManagementTandem Capital Management, Inc.Creekside Capital, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Wisniewski Wealth Management: Schwab · Tandem Capital Management, Inc.: Fidelity · Creekside Capital, Inc.: Schwab