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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+ Bsw Wealth Partners $2.24B · Boulder, CO+ Madison Avenue Securities, LLC $2.02B · San Diego, CA+ Blackhill Capital, Inc $2B · Morristown, NJ
Princeton, NJ
Summit, NJ
Oradell, NJ
Assets under management$2.13B$2.3B$2.28B
Asset growth, last 2 years+51%+38%+49%
Advisory staff515516
Individual clients5445,0181,922
Assets per client$3.9M$458K$1.2M
Clients per advisor10932120
Main custodianSchwabSEI–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–4
People on Advicer.bio530916

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.Traphagen Financial Group
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Charles SchwabUses it––
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFileUses it–Uses it
CRM
Envestnet TamaracUses it–Uses it

Custodians on Form ADV: Roundview Capital, LLC: Schwab, Fidelity · Tlg Advisors, Inc.: SEI, Fidelity, Pershing, Schwab · Traphagen Financial Group: none listed