From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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
Woodside Wealth Management
Rockingstone Advisors
Willow Creek Capital Management, Inc.
Advisory staff
Woodside Wealth Management
Rockingstone Advisors
Willow Creek Capital Management, Inc.
Individual clients
Woodside Wealth Management
Rockingstone Advisors
Willow Creek Capital Management, Inc.
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 · Willow Creek Capital Management, Inc.: none listed
