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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):+ Albanyadvisor Group LLC $302.8M · Albany, NY+ 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
Seattle, WA
Assets under management$288.2M$303.5M$302.7M
Asset growth, last 2 years+5%+63%+29%
Advisory staff832
Individual clients329109152
Assets per client$876K$2.8M$2M
Clients per advisor413676
Main custodianSchwabSchwab–
Filing with the SEC since202120212012 or earlier
Tools in their stack133
People on Advicer.bio1043

From each firm's latest Form ADV (Jul 2026, Sep 2026, Apr 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 FinancialBreakwater Investment Management
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Worth Asset Management: Schwab · Penney Financial: Schwab · Breakwater Investment Management: none listed