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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):+ Gs Investment Inc $192.2M · Eagan, 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
Minneapolis, MN
Assets under management$182.5M$192.7M$192.7M
Asset growth, last 2 years+10%+59%+47%
Advisory staff372
Individual clients72268144
Assets per client$2.5M$719K$1.3M
Clients per advisor243872
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack–23
People on Advicer.bio282

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, LLCThomas Leo Advisory, LLC
Custodial Platform
SEI––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wold Financial Group: Schwab · Tailwinds Wealth, LLC: Schwab · Thomas Leo Advisory, LLC: Schwab, SEI