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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 Tcfg Investment Advisors, LLC (swap one in):+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI+ Presilium Private Wealth, LLC $671.7M · Radnor, PA+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA
Laguna Niguel, CA
Turlock, CA
Los Altos, CA
Assets under management$639.4M$673.9M$671.4M
Asset growth, last 2 years+26%+160%+133%
Advisory staff2559
Individual clients2,334444264
Assets per client$274K$1.5M$2.5M
Clients per advisor938929
Main custodianPershingSchwabSchwab
Filing with the SEC since20132012 or earlier2021
Tools in their stack–11
People on Advicer.bio3157

From each firm's latest Form ADV (Sep 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.

ToolTcfg Investment Advisors, LLCIntegral Wealth ManagementDiversifi Capital Inc
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tcfg Investment Advisors, LLC: Pershing · Integral Wealth Management: Schwab · Diversifi Capital Inc: Schwab