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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 Darden Wealth Group (swap one in):+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ Lester Financial Group, LLC $398.6M · Champaign, IL+ Goldman Lancaster, Inc. $360.5M · Long Beach, CA+ Cascade Investment Advisors, Inc. $360.4M · Oregon City, OR
Ann Arbor, MI
Orchard Park, NY
Austin, TX
Assets under management$379.6M$399.1M$399.2M
Asset growth, last 2 years+52%+33%+148%
Advisory staff479
Individual clients264351499
Assets per client$1.4M$1.1M$800K
Clients per advisor665055
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack1022
People on Advicer.bio5711

From each firm's latest Form ADV (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

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.

ToolDarden Wealth GroupWaterford Advisors, LLCPioneer Wealth Management Group
CRM
Envestnet Tamarac–Uses it–
HubSpotUses it––
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
SEIUses it––
VanguardUses it––
Financial Planning
eMoney––Uses it
Envestnet MoneyGuideUses it––
Advisory Fee Billing
AdvicePayUses it––
Communications Archiving/Monitoring
Global RelayUses it––
Held-Away Assets
PonteraUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
ProConnectUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Darden Wealth Group: Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Waterford Advisors, LLC: Schwab · Pioneer Wealth Management Group: Schwab