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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):+ Synergy Fg $364.2M+ Invenio Wealth Partners, LLC $364M · Coral Gables, FL+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Br Wealth Management $328.8M · Boise, ID
Farmington, CT
Toledo, OH
Hammond, IN
Assets under management$346.4M$363.9M$363.8M
Asset growth, last 2 years–+71%+41%
Advisory staff466
Individual clients326780318
Assets per client$1.1M$467K$1.1M
Clients per advisor8213053
Main custodian–SchwabSchwab
Filing with the SEC since202420222012 or earlier
Tools in their stack–2–
People on Advicer.bio477

From each firm's latest Form ADV (Apr 2026, May 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 CapitalHorizon Investment Services, LLC.
Custodial Platform
Charles Schwab–Uses it–
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Wmgna: none listed · Croak Capital: Schwab · Horizon Investment Services, LLC.: Schwab