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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):+ Corbett Wealth Management LLC $102.5M+ 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
Austin, TX
Assets under management$97.6M$102.9M$102.5M
Asset growth, last 2 years––−12%
Advisory staff122
Individual clients836032
Assets per client$1.2M$1.7M$3.2M
Clients per advisor833016
Main custodian––Schwab
Filing with the SEC since202620262017
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.

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.

ToolMelotte Financial AdvisorsTrinity Financial PlanningBrazos Capital
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Melotte Financial Advisors: none listed · Trinity Financial Planning: none listed · Brazos Capital: Schwab