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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 Teacher Wealth (swap one in):+ Jpfg Wealth Management, L.l.c. $19.1M · Charlotte, NC+ Milestone Wealth Strategies $19.1M · Columbus, OH+ Twin Rivers Advisors, LLC $17.3M · Blackstone, VA+ Amfa LLC $17.3M
Des Moines, IA
Melbourne, FL
Arlington, TX
Assets under management$18.2M$19.1M$19.1M
Asset growth, last 2 years–––
Advisory staff121
Individual clients6870167
Assets per client$267K$273K$114K
Clients per advisor6835167
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack101–
People on Advicer.bio123

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.

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.

ToolTeacher WealthValuengine Capital Management LLCRoss Wealth Group, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Advisory Fee Billing
AdvicePayUses it––
Client Texting
CurrentClientUses it––
CRM
Slant (Slant CRM)Uses it––
Custodial Platform
Betterment Advisor SolutionsUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
ElementsUses it––
Retirement Planning
Income LabUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
HolistiplanUses it––