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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+ James River Asset Management, LLC $273.8M · Midlothian, VA+ Nolet Wealth Management, LLC $272.6M · Fort Worth, TX
Dallas, TX
Houston, TX
The Woodlands, TX
Assets under management$288.2M$303.5M$273.4M
Asset growth, last 2 years+5%+63%–
Advisory staff833
Individual clients329109279
Assets per client$876K$2.8M$980K
Clients per advisor413693
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212024
Tools in their stack132
People on Advicer.bio1043

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

ToolWorth Asset ManagementPenney FinancialLegacy Capital
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Custodial Platform
Charles SchwabUses itUses it–

Custodians on Form ADV: Worth Asset Management: Schwab · Penney Financial: Schwab · Legacy Capital: Schwab