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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 Tanager Wealth Management (swap one in):+ Cra Financial Services, L.l.c. $1.69B · Northfield, NJ+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Triune Financial Partners, LLC $1.52B · Overland Park, KS+ Tamar Securities, LLC $1.52B · Woodland Hills, CA
London
Chantilly, VA
Ridgeland, MS
Assets under management$1.6B$1.69B$1.69B
Asset growth, last 2 years+59%+43%+91%
Advisory staff16913
Individual clients8019,3241,437
Assets per client$2M$181K$1.2M
Clients per advisor501,036111
Main custodianPershingSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack––1
People on Advicer.bio13916

From each firm's latest Form ADV (Jul 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.

ToolTanager Wealth ManagementWellington Consulting Services IncMag Cap
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tanager Wealth Management: Pershing, Integrated Financial Arrangements LTD · Wellington Consulting Services Inc: Schwab · Mag Cap: Raymond James