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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 Birchbrook (swap one in):+ Nfwm $311.9M · Plano, TX+ Iwealth $311.6M · Waseca, MN+ B.a. Schrock Wealth Management $281.6M · Wadsworth, OH+ Trinity Wealth Advisors LLC $281.5M · St. Louis, MO
Bangor, ME
Troy, MI
Spokane, WA
Assets under management$296.5M$311.6M$311.4M
Asset growth, last 2 years+21%+63%+62%
Advisory staff5210
Individual clients31074915
Assets per client$956K$4.2M$340K
Clients per advisor623792
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–––
People on Advicer.bio629

From each firm's latest Form ADV (Apr 2026, Mar 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

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

Custodians on Form ADV: Birchbrook: Schwab · Miller Capital: Schwab · Griffiths, Dreher & Evans, P.s., Cpas: Schwab