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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 Bona Fide Wealth (swap one in):+ Red Crane Wealth Management, LLC $151.6M · Palo Alto, CA+ True Wealth Group $151.4M · Bend, OR+ Ascension Wealth Partners, LLC $136.9M · Pleasant Hill, CA+ Cooke Wealth Management, LLC $136.9M · Irvine, CA
Maitland, FL
Arlington Heights, IL
Assets under management$144.2M$151.4M$136.9M
Asset growth, last 2 years–−0%–
Advisory staff121
Individual clients5585044
Assets per client$2.6M$178K$3.1M
Clients per advisor5542544
Main custodianSchwabEtc Brokerage Services, LLCSchwab
Filing with the SEC since202420232024
Tools in their stack–––
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, Aug 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: Bona Fide Wealth: Schwab, Argent Trust Company · Cramer & Rauchegger, Inc.: Etc Brokerage Services, LLC, Schwab · Directional Asset Management, LLC: Schwab, Interactive Brokers