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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 Wwa Planning & Investments (swap one in):+ Amc Wealth Management, LLC $111M+ Summit Planning Group, Inc. $111M · E. Syracuse, NY+ Greenwich Creek Capital Management, LLC $100.4M+ Capstone Wealth Advisors,Inc. $100.2M · Indianpolis, IN
Columbus, IN
New York, NY
Assets under management$105.7M$111M$111M
Asset growth, last 2 years–+59%+9%
Advisory staff410
Individual clients10632–
Assets per client$997K$3.5M–
Clients per advisor2732–
Main custodian–––
Filing with the SEC since20262012 or earlier2019
Tools in their stack5––
People on Advicer.bio42–

From each firm's latest Form ADV (Mar 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

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.

ToolWwa Planning & InvestmentsMcmillen & Company, Inc.Dumont Global LP
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Email & Office Suites
Microsoft 365Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Acuity SchedulingUses it––