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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 Money Matters (swap one in):+ Trowbridge Capital Partners LLC. $25.8M+ Jkd Financial $25.8M · Springfield, MO+ Head to Toe Financial Planning $23.3M+ Gilbert Wealth $23.3M
Minnetonka, MN
Turlock, CA
Assets under management$24.6M$25.8M$23.3M
Asset growth, last 2 years–−26%–
Advisory staff211
Individual clients258313
Assets per client$984K$311K$1.8M
Clients per advisor138313
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––2
People on Advicer.bio211

From each firm's latest Form ADV (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

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.

ToolMoney MattersBerger Asset Management, Inc.Simply Human Advisors
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it