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 Adaptive Advisers, LLC (swap one in):+ Trammell Wealth $478K+ Coffman Wealth Advisors, LLC $477K · Poplar Bluff, MO+ Panther Asset Management, Inc. $425K+ Tennext LLC $424K
Boston, MA
New York, NY
Assets under management$450K$476K$473K
Asset growth, last 2 years––−100%
Advisory staff015
Individual clients26124
Assets per client$225K$79K$4K
Clients per advisor–625
Main custodian––Pershing
Filing with the SEC since202220262018
Tools in their stack–––
People on Advicer.bio–124

From each firm's latest Form ADV (Feb 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Adaptive Advisers, LLC: none listed · Legacy Advisors: none listed · Valley Financial Management, Inc.: Pershing, Northern Trust