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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):+ Glass Jacobson Wealth Advisors $928M · Owings Mills, MD+ 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
San Antonio, TX
Assets under management$882.2M$927.4M$927.7M
Asset growth, last 2 years+167%+63%−6%
Advisory staff4341
Individual clients121513,698
Assets per client$73.5M$6.1M$251K
Clients per advisor35090
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202020212012 or earlier
Tools in their stack–2–
People on Advicer.bio4340

From each firm's latest Form ADV (Mar 2026, Jun 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, LLCStrategic Financial Concepts, LLC
CRM
Redtail–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Castellan: Schwab · Trifecta Capital Advisors, LLC: Schwab · Strategic Financial Concepts, LLC: LPL Financial, Schwab