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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):+ Willow Creek Capital Management, Inc. $280M · Missoula, MT+ Conquis Financial LLC $280M · Millbrae, CA+ Transcend Advisor Group, LLC $253.2M · Milwaukee, WI+ Pacific Wealth Strategies Group, Inc. $253.2M · Santa Barbara, CA
Sudbury, MA
Great Barrington, MA
King Of Prussia, PA
Assets under management$266.6M$280.1M$253.2M
Asset growth, last 2 years+36%+4%+5%
Advisory staff224
Individual clients11061130
Assets per client$2.4M$4.6M$1.9M
Clients per advisor553133
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620132012 or earlier
Tools in their stack–––
People on Advicer.bio224

From each firm's latest Form ADV (Sep 2026, Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Woodside Wealth Management: Schwab · Rockingstone Advisors: Schwab, Fidelity · Maguire Investments LLC: Schwab, Wells Fargo, Fifth Third Bancorp