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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 Tassel Capital Management, Inc (swap one in):+ Mosley Wealth Management, Inc. $279.5M · Anaheim, CA+ American Financial & Tax Strategies, Inc. $279.4M · New York, NY+ Aurora Investment Counsel $252.7M · Atlanta, GA+ Cassia Capital Partners LLC $251.2M · Winston Salem, NC
Matthews, NC
Charlotte, NC
Charlotte, NC
Assets under management$266M$280.9M$280.7M
Asset growth, last 2 years+85%+43%+57%
Advisory staff467
Individual clients240131451
Assets per client$1.1M$2.1M$622K
Clients per advisor602264
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120172021
Tools in their stack–31
People on Advicer.bio467

From each firm's latest Form ADV (Jan 2026, Jul 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.

ToolTassel Capital Management, IncWms Advisors, LLCWorth Advisors
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Tassel Capital Management, Inc: Fidelity · Wms Advisors, LLC: Schwab · Worth Advisors: Schwab, Trade-PMR