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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+ Live Oak Investment Partners $266.4M · Austin, TX+ Tassel Capital Management, Inc $266M · Matthews, NC
Charlotte, NC
Sudbury, MA
Assets under management$280.9M$295M$266.6M
Asset growth, last 2 years+43%+19%+36%
Advisory staff612
Individual clients13162110
Assets per client$2.1M$4.8M$2.4M
Clients per advisor226255
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201720212016
Tools in their stack3––
People on Advicer.bio612

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 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 AdvisorsWoodside Wealth Management
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wms Advisors, LLC: Schwab · Trace Wealth Advisors: LPL Financial, Northern Trust · Woodside Wealth Management: Schwab