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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 Tcm Wealth Advisors (swap one in):+ Mfh Investments Inc. $30.5M · Dayton, OH+ Amplio Wealth $30.5M+ Just Wealth LLC $27.5M · Pittsfield, MA+ Mulberry Capital Management $27.5M
Fairlawn, OH
Defiance, OH
Assets under management$29M$30.6M$27.5M
Asset growth, last 2 years−17%––
Advisory staff121
Individual clients5510332
Assets per client$527K$297K$860K
Clients per advisor555232
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–21
People on Advicer.bio121

From each firm's latest Form ADV (Feb 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

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.

ToolTcm Wealth AdvisorsDemland Wealth LLCCranston Capital Management, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–