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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 Wmgna (swap one in):+ Invenio Wealth Partners, LLC $364M · Coral Gables, FL+ Horizon Investment Services, LLC. $363.8M · Hammond, IN+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Ballast Capital Advisors, LLC $328.7M · West Des Moines, IA
Farmington, CT
Toledo, OH
Boise, ID
Assets under management$346.4M$363.9M$328.8M
Asset growth, last 2 years–+71%+27%
Advisory staff465
Individual clients326780328
Assets per client$1.1M$467K$1M
Clients per advisor8213066
Main custodian–SchwabSchwab
Filing with the SEC since202420222020
Tools in their stack–23
People on Advicer.bio475

From each firm's latest Form ADV (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.

ToolWmgnaCroak CapitalBr Wealth Management
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Wmgna: none listed · Croak Capital: Schwab · Br Wealth Management: Schwab