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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+ Mkt and Associates LLC $378.7M · Tacoma, WA+ Advisor Share Wealth Management, LLC $376.9M · Vancouver, WA
Seattle, WA
Cumming, GA
Miami, FL
Assets under management$400.8M$421.7M$380.5M
Asset growth, last 2 years+100%+75%+62%
Advisory staff148
Individual clients52820345
Assets per client$7.7M$514K$1.1M
Clients per advisor5220543
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192018
Tools in their stack–42
People on Advicer.bio145

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jan 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 ManagementTrufpScala Capital LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Addepar––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Helm Capital Management: Schwab · Trufp: Schwab · Scala Capital LLC: Schwab