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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+ Searcy Financial Services, Inc. $514M · Overland Park, KS+ Wakefield Wealth Management, Lllp $512.9M · Englewood, CO
Greenwood Village, CO
San Jose, CA
Chicago, IL
Assets under management$541.8M$569.1M$569.4M
Asset growth, last 2 years+112%–+130%
Advisory staff672
Individual clients4477228
Assets per client$1.2M$788K$71.2M
Clients per advisor751034
Main custodianSchwabLPL Financial–
Filing with the SEC since201820232013
Tools in their stack–11
People on Advicer.bio69–

From each firm's latest Form ADV (Aug 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.

ToolTandem Financial, LLCPotentia WealthTallwoods Partners, LLC
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tandem Financial, LLC: Schwab · Potentia Wealth: LPL Financial · Tallwoods Partners, LLC: none listed