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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 Bluprint Financial, LLC (swap one in):+ Steve Garrett and Associates,Inc. $44M · Glendora, CA+ Trufinancial Registered Investment Advisory Services, Inc $44M+ Newleaf Wealth Management, LLC $39.7M+ Mfg Capital, Inc. $39.7M · Trenton, MI
Boise, ID
Assets under management$41.8M$44M$43.9M
Asset growth, last 2 years–−24%–
Advisory staff121
Individual clients12714385
Assets per client$329K$307K$517K
Clients per advisor1277285
Main custodian–––
Filing with the SEC since20262012 or earlier2025
Tools in their stack–––
People on Advicer.bio122

From each firm's latest Form ADV (Jan 2026, Mar 2026, Mar 2025). 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

Tech stacks

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