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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+ Maguire Investments LLC $253.2M · King Of Prussia, PA+ Transcend Advisor Group, LLC $253.2M · Milwaukee, WI
Sudbury, MA
Great Barrington, MA
Santa Barbara, CA
Assets under management$266.6M$280.1M$253.2M
Asset growth, last 2 years+36%+4%+43%
Advisory staff223
Individual clients11061182
Assets per client$2.4M$4.6M$1.4M
Clients per advisor553161
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620132012 or earlier
Tools in their stack––3
People on Advicer.bio223

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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 AdvisorsPacific Wealth Strategies Group, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Woodside Wealth Management: Schwab · Rockingstone Advisors: Schwab, Fidelity · Pacific Wealth Strategies Group, Inc.: Schwab