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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):+ Edgerock Wealth Management $578.9M · Denver, CO+ Gilliland Jeter Wealth Management, LLC $569.1M · Little Rock, AR+ Uhler Vertich White Advisors $513.7M · Fort Myers, FL+ Wakefield Wealth Management, Lllp $512.9M · Englewood, CO
Greenwood Village, CO
San Jose, CA
Overland Park, KS
Assets under management$541.8M$569.1M$514M
Asset growth, last 2 years+112%–+36%
Advisory staff679
Individual clients447722185
Assets per client$1.2M$788K$2.8M
Clients per advisor7510321
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201820232012 or earlier
Tools in their stack–13
People on Advicer.bio699

From each firm's latest Form ADV (Aug 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.

ToolTandem Financial, LLCPotentia WealthSearcy Financial Services, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tandem Financial, LLC: Schwab · Potentia Wealth: LPL Financial · Searcy Financial Services, Inc.: Schwab