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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 Ashton Thomas Private Wealth (swap one in):+ Douglass Winthrop Advisors LLC $6.46B · New York, NY+ Truepoint, Inc. $6.39B · Cincinnati, OH+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL+ Tci Wealth Advisors, Inc. $5.37B · Tucson, AZ
Scottsdale, AZ
Los Angeles, CA
Phoenix, AZ
Assets under management$6.01B$6.43B$5.64B
Asset growth, last 2 years+108%+73%+17%
Advisory staff6310265
Individual clients3,18111,4335,509
Assets per client$1.9M$562K$1M
Clients per advisor5011285
Main custodianPershing–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio9710673

From each firm's latest Form ADV (Aug 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.

ToolAshton Thomas Private WealthNwf Advisory Services IncDynamic
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Wix––Uses it
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity · Nwf Advisory Services Inc: none listed · Dynamic: Schwab, Fidelity