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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 Wold Financial Group (swap one in):+ Thomas Leo Advisory, LLC $192.7M · Minneapolis, MN+ K2 Financial Inc. $191.6M · Glendora, CA+ Innis Investments $173.3M+ Leibman Financial Servces, Inc. $173.1M · Louisville, NE
Mendota Heights, MN
Vadnais Heights, MN
Eagan, MN
Assets under management$182.5M$192.7M$192.2M
Asset growth, last 2 years+10%+59%−21%
Advisory staff372
Individual clients7226877
Assets per client$2.5M$719K$2.5M
Clients per advisor243839
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack–21
People on Advicer.bio281

From each firm's latest Form ADV (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.

ToolWold Financial GroupTailwinds Wealth, LLCGs Investment Inc
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wold Financial Group: Schwab · Tailwinds Wealth, LLC: Schwab · Gs Investment Inc: Schwab