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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 Roundview Capital, LLC (swap one in):+ Rsw Investments $2.3B · Summit, NJ+ Traphagen Financial Group $2.28B · Oradell, NJ+ Madison Avenue Securities, LLC $2.02B · San Diego, CA+ Boston Family Office LLC $2.02B · Boston, MA
Princeton, NJ
Summit, NJ
Morristown, NJ
Assets under management$2.13B$2.3B$2B
Asset growth, last 2 years+51%+38%+121%
Advisory staff51552
Individual clients5445,01876
Assets per client$3.9M$458K$26.3M
Clients per advisor1093238
Main custodianSchwabSEIPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4––
People on Advicer.bio53091

From each firm's latest Form ADV (May 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.

ToolRoundview Capital, LLCTlg Advisors, Inc.Blackhill Capital, Inc
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFileUses it––
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Roundview Capital, LLC: Schwab, Fidelity · Tlg Advisors, Inc.: SEI, Fidelity, Pershing, Schwab · Blackhill Capital, Inc: Pershing