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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+ Parlin Advisors LLC $68.2M · Hague, NY
Saratoga Springs, NY
Williamsville, NY
Assets under management$72.4M$76.1M$68.4M
Asset growth, last 2 years+77%–+50%
Advisory staff342
Individual clients353137109
Assets per client$205K$555K$627K
Clients per advisor1183455
Main custodianSchwab–Schwab
Filing with the SEC since202120262020
Tools in their stack–61
People on Advicer.bio333

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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, LLCShield Wealth Advisors
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

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