Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Efs Advisors (swap one in):+ Revisor Wealth Management LLC $2.53B · Akron, OH+ The Fiduciary Alliance $2.53B · Greenville, SC+ Grant Tani Barash & Altman, LLC $2.28B · Beverly Hills, CA+ Moneco Advisors $2.28B · Fairfield, CT
Cambridge, MN
Edina, MN
Minneapolis, MN
Assets under management$2.4B$2.6B$2.56B
Asset growth, last 2 years+40%+71%+31%
Advisory staff523010
Individual clients21,6602,155379
Assets per client$111K$1.2M$6.7M
Clients per advisor4177238
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–4–
People on Advicer.bio522313

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.

ToolEfs AdvisorsTradition Wealth Management LLCCompass Capital Management Inc
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Efs Advisors: Schwab · Tradition Wealth Management LLC: Schwab · Compass Capital Management Inc: Schwab