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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 Tandem Financial, LLC (swap one in):+ Tallwoods Partners, LLC $569.4M · Chicago, IL+ Gilliland Jeter Wealth Management, LLC $569.1M · Little Rock, AR+ Searcy Financial Services, Inc. $514M · Overland Park, KS+ Wakefield Wealth Management, Lllp $512.9M · Englewood, CO
Greenwood Village, CO
San Jose, CA
Denver, CO
Assets under management$541.8M$569.1M$578.9M
Asset growth, last 2 years+112%–+78%
Advisory staff6713
Individual clients447722564
Assets per client$1.2M$788K$1M
Clients per advisor7510343
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201820232021
Tools in their stack–11
People on Advicer.bio6913

From each firm's latest Form ADV (Aug 2026, Mar 2026, Oct 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.

ToolTandem Financial, LLCPotentia WealthEdgerock Wealth Management
Financial Planning
eMoney–Uses it–
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: Tandem Financial, LLC: Schwab · Potentia Wealth: LPL Financial · Edgerock Wealth Management: Fidelity