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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 Wpm Wealth Advisors LLC (swap one in):+ Mdh Investment Management, Inc. $76.1M · East Liverpool, OH+ Capital-E-Advisors $76.1M+ Martin & Associates Investment Advisory Services LLC $68.8M · Mandeville, LA+ Shield Wealth Advisors $68.4M · Williamsville, NY
Saratoga Springs, NY
Hague, NY
Assets under management$72.4M$76.1M$68.2M
Asset growth, last 2 years+77%–+34%
Advisory staff341
Individual clients35313749
Assets per client$205K$555K$1.4M
Clients per advisor1183449
Main custodianSchwab–Schwab
Filing with the SEC since202120262021
Tools in their stack–61
People on Advicer.bio331

From each firm's latest Form ADV (Feb 2026, Mar 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.

ToolWpm Wealth Advisors LLCSkadvisors, LLCParlin Advisors LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Wpm Wealth Advisors LLC: Schwab · Skadvisors, LLC: none listed · Parlin Advisors LLC: Schwab