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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 Wolfbridge Wealth (swap one in):+ Credit Union Investment Services $93.6M · Raleigh, NC+ J C Texas Investment Advisors, LTD. $93.4M · Dallas, TX+ Songbird Capital, LLC $84.4M · Princeton, NJ+ Fuller Wealth Advisors $84.4M · Richmond, VA
Durham, NC
Charlotte, NC
Sugar Land, TX
Assets under management$88.9M$94.1M$84.4M
Asset growth, last 2 years––+77%
Advisory staff112
Individual clients4945368
Assets per client$1.8M$2.1M$229K
Clients per advisor4945184
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–51
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolWolfbridge WealthForward Wealth Management, LLCSweetwater Financial Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wolfbridge Wealth: none listed · Forward Wealth Management, LLC: none listed · Sweetwater Financial Advisors, LLC: Schwab