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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):+ Moyer Wealth Management $75.3M+ Tushaus Wealth Management $75.3M · Scottsdale, AZ+ Jmr Financial Group $68.1M · Superior, WI+ Normandy Capital Management, LLC $67.9M · Lakewood, CO
Colorado Springs, CO
Eden Prairie, MN
Assets under management$71.7M$75.3M$75.2M
Asset growth, last 2 years–+147%–
Advisory staff522
Individual clients104788
Assets per client$689K$10.8M$855K
Clients per advisor21444
Main custodian–Morgan Stanley–
Filing with the SEC since202620202026
Tools in their stack312
People on Advicer.bio5–2

From each firm's latest Form ADV (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

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 LLCVaultis Private Wealth LTD
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––

Custodians on Form ADV: Targeted Wealth Solutions: none listed · Provenire Capital LLC: Morgan Stanley · Vaultis Private Wealth LTD: none listed