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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 Witnauer Sloan & Associates LLC (swap one in):+ A-V Capital Management, LLC $59.5M · Metairie, LA+ Guiding Wealth Management, LLC $59.4M · Richardson, TX+ Dwyer Financial, LLC $53.6M · Flagstaff, AZ+ Essential Investing $53.5M · Phoenix, AZ
Scottsdale, AZ
Phoenix, AZ
Manhattan Beach, CA
Assets under management$56.6M$60M$59.4M
Asset growth, last 2 years–––
Advisory staff212
Individual clients10240143
Assets per client$555K$1.5M$416K
Clients per advisor514072
Main custodian–––
Filing with the SEC since202620262025
Tools in their stack–8–
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, Jun 2026, Mar 2025). 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.

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.

ToolWitnauer Sloan & Associates LLCMontebello AvenueMogul Wealth Management, Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client Portal
Kubera–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–