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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 Tar River Wealth Planning, LLC (swap one in):+ Congress Park Capital LLC $422.3M · Saratoga Springs, NY+ Adirondack Capital Advisors, LLC $422.3M · Syracuse, NY+ Rf&L Wealth Management, LLC $381.1M · Acton, MA+ Rubey & Rust Capital Management, LLC $381M
Louisburg, NC
Yardley, PA
Cumming, GA
Assets under management$401.2M$422.1M$421.7M
Asset growth, last 2 years+22%+28%+75%
Advisory staff554
Individual clients469340820
Assets per client$855K$1.2M$514K
Clients per advisor9468205
Main custodianRaymond James–Schwab
Filing with the SEC since202320172019
Tools in their stack114
People on Advicer.bio564

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.

ToolTar River Wealth Planning, LLCThe Estate Planners GroupTrufp
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Raymond JamesUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Tar River Wealth Planning, LLC: Raymond James · The Estate Planners Group: none listed · Trufp: Schwab