Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wright Financial, LLC (swap one in):+ Ventura Advisors $80.6M · Woodland Hills, CA+ Ever Green Wealth Management, LLC $80.3M · Victor, NY+ Investus Financial $72.6M · Newport Beach, CA+ Mdrn Wealth $72.5M · Venice, CA
Pleasant Hill, CA
Walnut Creek, CA
Los Angeles, CA
Assets under management$76.4M$80.8M$80.9M
Asset growth, last 2 years+3%––
Advisory staff111
Individual clients1266516
Assets per client$607K$1.2M$5.1M
Clients per advisor1266516
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–31
People on Advicer.bio111

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

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.

ToolWright Financial, LLCSaranap Wealth AdvisorsWilliams Wealth Management, Inc.
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Squarespace–Uses it–