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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 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+ Moneco Advisors $2.28B · Fairfield, CT
Cambridge, MN
Edina, MN
Akron, OH
Assets under management$2.4B$2.6B$2.53B
Asset growth, last 2 years+40%+71%+47%
Advisory staff52307
Individual clients21,6602,1553,070
Assets per client$111K$1.2M$824K
Clients per advisor41772439
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–4–
People on Advicer.bio52239

From each firm's latest Form ADV (Mar 2026, Jun 2026, May 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 LLCRevisor Wealth Management LLC
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 · Revisor Wealth Management LLC: Schwab, Fidelity, Interactive Brokers