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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 Targeted Wealth Solutions (swap one in):+ Tushaus Wealth Management $75.3M · Scottsdale, AZ+ Vaultis Private Wealth LTD $75.2M+ Jmr Financial Group $68.1M · Superior, WI+ Clearpoint Wealth Management $68M · Colleyville, TX
Colorado Springs, CO
Eden Prairie, MN
Lakewood, CO
Assets under management$71.7M$75.3M$67.9M
Asset growth, last 2 years–+147%–
Advisory staff525
Individual clients1047182
Assets per client$689K$10.8M$373K
Clients per advisor21436
Main custodian–Morgan Stanley–
Filing with the SEC since202620202026
Tools in their stack311
People on Advicer.bio5–5

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolTargeted Wealth SolutionsProvenire Capital LLCNormandy Capital Management, LLC
CRM
HubSpot––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Targeted Wealth Solutions: none listed · Provenire Capital LLC: Morgan Stanley · Normandy Capital Management, LLC: none listed