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 Melotte Financial Advisors (swap one in):+ Brazos Capital $102.5M · Austin, TX+ Capital Enhancement, LLC $102.5M · Warren, NJ+ Tru Independence Asset Management 2, LLC $92.7M · Portland, OR+ Bogue Asset Management LLC $92.7M
Green Bay, WI
Middleton, WI
Belle Plaine, MN
Assets under management$97.6M$102.9M$92.7M
Asset growth, last 2 years–––
Advisory staff122
Individual clients8360829
Assets per client$1.2M$1.7M$112K
Clients per advisor8330415
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–52
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, May 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 PlanningPankonin Financial Group
Digital Marketing
Mailchimp–Uses it–
Snappy Kraken––Uses it
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–