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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 Helm Capital Management (swap one in):+ The Estate Planners Group $422.1M · Yardley, PA+ Giverny Capital Advisors $420.9M · Princeton, NJ+ Scala Capital LLC $380.5M · Miami, FL+ Mkt and Associates LLC $378.7M · Tacoma, WA
Seattle, WA
Cumming, GA
Vancouver, WA
Assets under management$400.8M$421.7M$376.9M
Asset growth, last 2 years+100%+75%+685%
Advisory staff1441
Individual clients528202,216
Assets per client$7.7M$514K$170K
Clients per advisor5220554
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192022
Tools in their stack–4–
People on Advicer.bio1448

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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.

ToolHelm Capital ManagementTrufpAdvisor Share Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Helm Capital Management: Schwab · Trufp: Schwab · Advisor Share Wealth Management, LLC: Schwab