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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 Wp Asset Management (swap one in):+ Von Haefen Financial Management $127.6M+ Hidden Hills Wealth $127.5M+ Wealth Management Advisors RIA, Inc. $115.2M · Windsor, CO+ Compass Private Wealth Group LLC $113.3M · Short Hills, NJ
Bedminster, NJ
Mahtomedi, MN
Assets under management$121.3M$127.5M$127.5M
Asset growth, last 2 years−15%+4%+12%
Advisory staff413
Individual clients17742100
Assets per client$685K$3M$1.3M
Clients per advisor444233
Main custodianSchwab–Schwab
Filing with the SEC since202220192023
Tools in their stack––2
People on Advicer.bio313

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

ToolWp Asset ManagementLongview Wealth Management, LLCYes Wealth Management
Portfolio Management
Orion––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Wp Asset Management: Schwab, Interactive Brokers · Longview Wealth Management, LLC: none listed · Yes Wealth Management: Schwab