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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+ Boston Family Office LLC $2.02B · Boston, MA+ Blackhill Capital, Inc $2B · Morristown, NJ
Princeton, NJ
Summit, NJ
San Diego, CA
Assets under management$2.13B$2.3B$2.02B
Asset growth, last 2 years+51%+38%+11%
Advisory staff515581
Individual clients5445,01814,084
Assets per client$3.9M$458K$143K
Clients per advisor10932174
Main custodianSchwabSEI–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–1
People on Advicer.bio530996

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.Madison Avenue Securities, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)––Uses 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 · Madison Avenue Securities, LLC: none listed