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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 Worth Asset Management (swap one in):+ Breakwater Investment Management $302.7M · Seattle, WA+ Alethea Capital Management, LLC $302.6M+ Legacy Capital $273.4M · The Woodlands, TX+ Nolet Wealth Management, LLC $272.6M · Fort Worth, TX
Dallas, TX
Houston, TX
Albany, NY
Assets under management$288.2M$303.5M$302.8M
Asset growth, last 2 years+5%+63%+43%
Advisory staff836
Individual clients329109409
Assets per client$876K$2.8M$740K
Clients per advisor413668
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212021
Tools in their stack134
People on Advicer.bio1045

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

1 tool 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.

ToolWorth Asset ManagementPenney FinancialAlbanyadvisor Group LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Worth Asset Management: Schwab · Penney Financial: Schwab · Albanyadvisor Group LLC: Fidelity