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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 Wolfstich Capital, LLC (swap one in):+ West End Wealth Management, LLC $170.4M · Denver, CO+ Redwood Park Advisors $170.3M · Redwood City, CA+ Millennium Investment Services $153.9M · Van Nuys, CA+ Financial Solutions Associates $152.9M · Dedham, MA
Medfield, MA
Holden, MA
Norwell, MA
Assets under management$162.1M$171.4M$152.9M
Asset growth, last 2 years+26%+23%–
Advisory staff131
Individual clients797783
Assets per client$2.1M$2.2M$1.8M
Clients per advisor792683
Main custodianSchwabFidelity–
Filing with the SEC since20212012 or earlier2024
Tools in their stack–12
People on Advicer.bio131

From each firm's latest Form ADV (Jan 2026, Aug 2026, Mar 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.

ToolWolfstich Capital, LLCAssabet Advisors, LLCVincent Wealth Advisors LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wolfstich Capital, LLC: Schwab, Altruist · Assabet Advisors, LLC: Fidelity · Vincent Wealth Advisors LLC: none listed