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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 Woodside Wealth Management (swap one in):+ Victus Capital Wealth $280.1M · Santa Monica, CA+ Willow Creek Capital Management, Inc. $280M · Missoula, MT+ Maguire Investments LLC $253.2M · King Of Prussia, PA+ Transcend Advisor Group, LLC $253.2M · Milwaukee, WI
Sudbury, MA
Great Barrington, MA
Millbrae, CA
Assets under management$266.6M$280.1M$280M
Asset growth, last 2 years+36%+4%+35%
Advisory staff222
Individual clients1106150
Assets per client$2.4M$4.6M$5.6M
Clients per advisor553125
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620132022
Tools in their stack––2
People on Advicer.bio222

From each firm's latest Form ADV (Sep 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.

ToolWoodside Wealth ManagementRockingstone AdvisorsConquis Financial LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Vanguard––Uses it

Custodians on Form ADV: Woodside Wealth Management: Schwab · Rockingstone Advisors: Schwab, Fidelity · Conquis Financial LLC: Schwab