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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 Wms Advisors, LLC (swap one in):+ Hwa Financial Group $295.3M · Ellicott City, MD+ Krane Financial Solutions $295M · Calabasas, CA+ Woodside Wealth Management $266.6M · Sudbury, MA+ Tassel Capital Management, Inc $266M · Matthews, NC
Charlotte, NC
Austin, TX
Assets under management$280.9M$295M$266.4M
Asset growth, last 2 years+43%+19%+21%
Advisory staff613
Individual clients13162320
Assets per client$2.1M$4.8M$833K
Clients per advisor2262107
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201720212019
Tools in their stack3–2
People on Advicer.bio613

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

ToolWms Advisors, LLCTrace Wealth AdvisorsLive Oak Investment Partners
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black DiamondUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wms Advisors, LLC: Schwab · Trace Wealth Advisors: LPL Financial, Northern Trust · Live Oak Investment Partners: Fidelity