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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 Tandemgrowth Financial Advisors, LLC (swap one in):+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA+ Monere Wealth Management, Inc. $312M · Schaumburg, IL+ Peloton Capital Management $282M · Indianapolis, IN+ Banyan Capital Management, Inc. $281.7M · Atlanta, GA
Alpharetta, GA
San Antonio, TX
Plano, TX
Assets under management$297M$311.9M$311.9M
Asset growth, last 2 years+48%+63%+196%
Advisory staff342
Individual clients20234975
Assets per client$1.5M$894K$4.2M
Clients per advisor678738
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack2–3
People on Advicer.bio342

From each firm's latest Form ADV (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.

ToolTandemgrowth Financial Advisors, LLCGlass Wealth Management Co., LLCNfwm
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Tandemgrowth Financial Advisors, LLC: Fidelity · Glass Wealth Management Co., LLC: none listed · Nfwm: Schwab, Fidelity