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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
Fort Myers, FL
Assets under management$541.8M$569.1M$513.7M
Asset growth, last 2 years+112%–+10%
Advisory staff676
Individual clients447722419
Assets per client$1.2M$788K$1.2M
Clients per advisor7510370
Main custodianSchwabLPL FinancialRaymond James
Filing with the SEC since201820232012 or earlier
Tools in their stack–1–
People on Advicer.bio697

From each firm's latest Form ADV (Aug 2026, Mar 2026, Apr 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 WealthUhler Vertich White Advisors
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Tandem Financial, LLC: Schwab · Potentia Wealth: LPL Financial · Uhler Vertich White Advisors: Raymond James