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 Helm Capital Management (swap one in):+ Adirondack Capital Advisors, LLC $422.3M · Syracuse, NY+ 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
Yardley, PA
Assets under management$400.8M$421.7M$422.1M
Asset growth, last 2 years+100%+75%+28%
Advisory staff145
Individual clients52820340
Assets per client$7.7M$514K$1.2M
Clients per advisor5220568
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20192017
Tools in their stack–41
People on Advicer.bio146

From each firm's latest Form ADV (Apr 2026, Mar 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 ManagementTrufpThe Estate Planners Group
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Helm Capital Management: Schwab · Trufp: Schwab · The Estate Planners Group: none listed