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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 Wood Wealth Group, LLC (swap one in):+ Larson Wealth Management, LLC $59.2M · West Bend, WI+ Clearview Investments, LLC $59.1M · Jenison, MI+ Buckley Financial Group $53.5M · Daytona Beach, FL+ Granite Wealth Advisors $53.5M · Temecula, CA
Charlestown, MA
San Diego, CA
Baytown, TX
Assets under management$56.3M$59.2M$53.5M
Asset growth, last 2 years–−35%–
Advisory staff531
Individual clients37366195
Assets per client$151K$896K$274K
Clients per advisor7522195
Main custodian–Interactive Brokers–
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio6–1

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

ToolWood Wealth Group, LLCAwm Global AdvisorsTexas Capital Management
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wood Wealth Group, LLC: none listed · Awm Global Advisors: Interactive Brokers · Texas Capital Management: none listed