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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+ Horizon Investment Services, LLC. $363.8M · Hammond, IN+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Br Wealth Management $328.8M · Boise, ID
Farmington, CT
Toledo, OH
Coral Gables, FL
Assets under management$346.4M$363.9M$364M
Asset growth, last 2 years–+71%+26%
Advisory staff462
Individual clients326780308
Assets per client$1.1M$467K$1.2M
Clients per advisor82130154
Main custodian–SchwabPershing
Filing with the SEC since202420222022
Tools in their stack–23
People on Advicer.bio472

From each firm's latest Form ADV (Apr 2026, Oct 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 CapitalInvenio Wealth Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Wmgna: none listed · Croak Capital: Schwab · Invenio Wealth Partners, LLC: Pershing, Fidelity