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):+ Compass Capital Management Inc $2.56B · Minneapolis, MN+ The Fiduciary Alliance $2.53B · Greenville, SC+ Grant Tani Barash & Altman, LLC $2.28B · Beverly Hills, CA+ Sound View Wealth Advisors Group, LLC $2.28B · Savannah, GA
Cambridge, MN
Edina, MN
Fairfield, CT
Assets under management$2.4B$2.6B$2.28B
Asset growth, last 2 years+40%+71%+55%
Advisory staff523044
Individual clients21,6602,1552,781
Assets per client$111K$1.2M$820K
Clients per advisor4177263
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–412
People on Advicer.bio522351

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 LLCMoneco Advisors
Custodial Platform
Charles Schwab–Uses itUses it
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses itUses it
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)––Uses it
Digital Marketing
FMG (FMG Suite)––Uses it
Snappy Kraken–Uses it–
CRM
HubSpot––Uses it
E-Signature
Adobe Sign––Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Efs Advisors: Schwab · Tradition Wealth Management LLC: Schwab · Moneco Advisors: LPL Financial, Schwab