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 Financial (swap one in):+ Essential Partners LLC $401.1M · Rancho Santa Fe,, CA+ 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
Akron, OH
Assets under management$381.8M$402.6M$362.6M
Asset growth, last 2 years+37%+22%+26%
Advisory staff633
Individual clients545231533
Assets per client$701K$1.7M$680K
Clients per advisor9177178
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack2––
People on Advicer.bio323

From each firm's latest Form ADV (Apr 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 FinancialCapital Trust AdvisorsPresper Financial Architects, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Wwm Financial: Schwab · Capital Trust Advisors: Schwab · Presper Financial Architects, LLC: Schwab