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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 Farrell Financial (swap one in):+ Traub Capital Management $210.8M · Needham, MA+ Wealthcare Asset Management, LLC $210.8M · Springfield, MO+ Wisdom Wealth Strategies $190.5M · Greenwood Village, CO+ Vanguard Capital $190.4M · Denver, CO
Orchard Park, NY
Garden City, NY
O'fallon, MO
Assets under management$200.6M$212.4M$210.7M
Asset growth, last 2 years+41%+45%+47%
Advisory staff342
Individual clients233819953
Assets per client$861K$259K$221K
Clients per advisor78205477
Main custodianSchwab–Trade-PMR
Filing with the SEC since202220172021
Tools in their stack–––
People on Advicer.bio342

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Farrell Financial: Schwab · Brixton Capital Wealth Advisors, LLC: none listed · Renaud & Company, LLC: Trade-PMR