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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 Castellan (swap one in):+ Strategic Financial Concepts, LLC $927.7M · San Antonio, TX+ The Advisory Resource Group, LLC $926.6M · Tulsa, OK+ Bfi Infinity LTD. $837.6M · Zurich+ Pinion Wealth Management, LLC $837.1M · Wichita, KS
Louisville, KY
Northbrook, IL
Owings Mills, MD
Assets under management$882.2M$927.4M$928M
Asset growth, last 2 years+167%+63%+21%
Advisory staff439
Individual clients12151501
Assets per client$73.5M$6.1M$1.9M
Clients per advisor35056
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020212012 or earlier
Tools in their stack–22
People on Advicer.bio4310

From each firm's latest Form ADV (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.

ToolCastellanTrifecta Capital Advisors, LLCGlass Jacobson Wealth Advisors
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
CRM
Redtail–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Castellan: Schwab · Trifecta Capital Advisors, LLC: Schwab · Glass Jacobson Wealth Advisors: Schwab, Fidelity