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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 Woodfield Financial Advisors, Inc. (swap one in):+ Mori Huston Partners $241.6M · Miami, FL+ 1620 Investment Advisors, Inc. $241.6M · Plymouth, MA+ Park Square Financial Group LLC $218.6M · Roswell, GA+ Madden Funds Management $217.9M · Oak Park, IL
Deer Park, IL
Morton, IL
Port Washington, NY
Assets under management$230.1M$242.8M$218.4M
Asset growth, last 2 years+41%+108%+58%
Advisory staff352
Individual clients383936116
Assets per client$601K$259K$1.9M
Clients per advisor12818758
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack–31
People on Advicer.bio351

From each firm's latest Form ADV (Feb 2026, Aug 2026, Jun 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.

ToolWoodfield Financial Advisors, Inc.210 FinancialGreat Hill Advisory
Website Builders
Webflow–Uses it–
Wix––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Woodfield Financial Advisors, Inc.: none listed · 210 Financial: Schwab, Alight Financial Solutions, LLC · Great Hill Advisory: Schwab