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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 Wwm Financial (swap one in):+ Tar River Wealth Planning, LLC $401.2M · Louisburg, NC+ Insight Strategic Wealth LLC $401M · Knoxville, TN+ Sierra Investment Management, LLC $360.9M · Santa Monica, CA+ Goldman Lancaster, Inc. $360.5M · Long Beach, CA
Carslbad, CA
San Rafael, CA
Rancho Santa Fe,, CA
Assets under management$381.8M$402.6M$401.1M
Asset growth, last 2 years+37%+22%+78%
Advisory staff632
Individual clients54523156
Assets per client$701K$1.7M$7.2M
Clients per advisor917728
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack2––
People on Advicer.bio322

From each firm's latest Form ADV (Apr 2026, Mar 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 FinancialCapital Trust AdvisorsEssential Partners LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Wwm Financial: Schwab · Capital Trust Advisors: Schwab · Essential Partners LLC: Schwab