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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):+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Douglass Winthrop Advisors LLC $6.46B · New York, NY+ Dynamic $5.64B · Phoenix, AZ+ Tci Wealth Advisors, Inc. $5.37B · Tucson, AZ
Scottsdale, AZ
Los Angeles, CA
Cincinnati, OH
Assets under management$6.01B$6.43B$6.39B
Asset growth, last 2 years+108%+73%+30%
Advisory staff6310237
Individual clients3,18111,4331,867
Assets per client$1.9M$562K$3.4M
Clients per advisor5011250
Main custodianPershing–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio9710640

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 IncTruepoint, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Schedule Apps
Calendly––Uses it

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