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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 365 Wealth Management Group (swap one in):+ Smith Partners Wealth Management, LLC $196.1M · Greensboro, NC+ Hummer Financial Advisory Services Inc $196.1M+ Periope, Lc $177.2M · St. George, UT+ Livelsberger Financial Advisory $176.4M · Ashland, OH
Mason, OH
Lake Zurich, IL
Chapel Hill, NC
Assets under management$186.6M$196.1M$196M
Asset growth, last 2 years+24%+31%+22%
Advisory staff313
Individual clients55812887
Assets per client$334K$1.5M$2.3M
Clients per advisor18612829
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio213

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

Tool365 Wealth Management GroupTrueman BrownFrazier Financial Consultants, LLC
Portfolio Management
OrionUses it––

Custodians on Form ADV: 365 Wealth Management Group: Schwab, John Hancock Distributors LLC, Interactive Brokers, Voya Financial Advisors, Inc., The Kingdom Trust Company · Trueman Brown: Fidelity · Frazier Financial Consultants, LLC: Schwab