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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+ Abound Financial $428M · Granite Bay, CA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Ketron Financial LLC $384M · Novato, CA
Manhattan Beach, CA
Marina Del Rey, CA
La Jolla, CA
Assets under management$406.9M$430.7M$386.5M
Asset growth, last 2 years+23%+39%+28%
Advisory staff7107
Individual clients1981,413278
Assets per client$2.1M$305K$1.4M
Clients per advisor2814140
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620212015
Tools in their stack424
People on Advicer.bio5127

From each firm's latest Form ADV (Jul 2026, Mar 2026, Aug 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, LLCCanter Wealth
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Webflow–Uses it–
WixUses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly––Uses it

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