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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 Templeton Financial Services Inc. (swap one in):+ Obrien Greene & Co Inc $464.3M · Media, PA+ Sard Wealth Managment Group, LLC $464M · Atlanta, GA+ Point Bridge Capital, LLC $419.7M · Fort Worth, TX+ Wt Wealth Management, LLC $419.1M · Scottsdale, AZ
Chandler, AZ
Tucson, AZ
Scottsdale, AZ
Assets under management$441.8M$469.4M$464.7M
Asset growth, last 2 years+28%+37%+58%
Advisory staff4724
Individual clients315738246
Assets per client$1.4M$636K$1.9M
Clients per advisor7910510
Main custodian–FidelityAssetMark
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack111
People on Advicer.bio3924

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolTempleton Financial Services Inc.Nova Financial ServicesDew Wealth Management
Advisor Lead Gen
WiserAdvisor–Uses it–
CRM
HubSpot––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Templeton Financial Services Inc.: none listed · Nova Financial Services: Fidelity, Schwab · Dew Wealth Management: AssetMark, Schwab