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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 Melotte Financial Advisors (swap one in):+ Brazos Capital $102.5M · Austin, TX+ Capital Enhancement, LLC $102.5M · Warren, NJ+ Pankonin Financial Group $92.7M · Belle Plaine, MN+ Tru Independence Asset Management 2, LLC $92.7M · Portland, OR
Green Bay, WI
Middleton, WI
Assets under management$97.6M$102.9M$92.7M
Asset growth, last 2 years–––
Advisory staff121
Individual clients836068
Assets per client$1.2M$1.7M$1.4M
Clients per advisor833068
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–52
People on Advicer.bio121

From each firm's latest Form ADV (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.

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.

ToolMelotte Financial AdvisorsTrinity Financial PlanningBogue Asset Management LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Client File Sharing
ShareFile–Uses itUses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–