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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+ Dumont Global LP $111M · New York, NY+ Greenwich Creek Capital Management, LLC $100.4M+ Capstone Wealth Advisors,Inc. $100.2M · Indianpolis, IN
Columbus, IN
E. Syracuse, NY
Assets under management$105.7M$111M$111M
Asset growth, last 2 years–+59%+7%
Advisory staff411
Individual clients10632210
Assets per client$997K$3.5M$529K
Clients per advisor2732210
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2021
Tools in their stack5–1
People on Advicer.bio421

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

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.

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

Custodians on Form ADV: Wwa Planning & Investments: none listed · Mcmillen & Company, Inc.: none listed · Summit Planning Group, Inc.: Schwab