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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 Womack Wealth Management, Inc. (swap one in):+ Tricord Advisors, Inc. $431.5M · Riverside, CA+ Shearwater Capital $427.3M · Denver, CO+ Canter Wealth $386.5M · La Jolla, CA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA
Manhattan Beach, CA
Marina Del Rey, CA
Granite Bay, CA
Assets under management$406.9M$430.7M$428M
Asset growth, last 2 years+23%+39%+21%
Advisory staff7102
Individual clients1981,413525
Assets per client$2.1M$305K$815K
Clients per advisor28141263
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201620212023
Tools in their stack422
People on Advicer.bio5123

From each firm's latest Form ADV (Jul 2026, Mar 2026, Oct 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.

ToolWomack Wealth Management, Inc.Arrowroot Family Office, LLCAbound Financial
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Webflow–Uses it–
WixUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Womack Wealth Management, Inc.: Schwab, Fidelity · Arrowroot Family Office, LLC: Schwab · Abound Financial: LPL Financial