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 Wwm Advisory Inc. (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ M.c. Byrd Wealth Management, LLC $294.2M · Bellville, TX+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Bernzott Capital Advisors $265.4M · Camarillo, CA
Culver City, CA
Alamo, CA
Columbia, MO
Assets under management$280.1M$296.9M$294.2M
Asset growth, last 2 years+63%+44%+70%
Advisory staff234
Individual clients54190165
Assets per client$5.2M$1.6M$1.8M
Clients per advisor276341
Main custodianVanguardSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–13
People on Advicer.bio223

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

ToolWwm Advisory Inc.Pring TurnerEagle Bluffs Wealth Management LLC
CRM
SS&C Black Diamond–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wwm Advisory Inc.: Vanguard, Morgan Stanley, Merrill · Pring Turner: Schwab · Eagle Bluffs Wealth Management LLC: Schwab