Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Tencap Wealth Coaching (swap one in):+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Bias Investors $270.6M · Hamilton
South Jordan, UT
Swartz Creek, MI
Holladay, UT
Assets under management$285M$299.5M$268.5M
Asset growth, last 2 years–+26%+93%
Advisory staff724
Individual clients736639117
Assets per client$387K$469K$2.3M
Clients per advisor10532029
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2023
Tools in their stack121
People on Advicer.bio824

From each firm's latest Form ADV (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.

ToolTencap Wealth CoachingSecurity First FinancialAthos Private Wealth LLC
Custodial Platform
Charles Schwab–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tencap Wealth Coaching: none listed · Security First Financial: Schwab · Athos Private Wealth LLC: Schwab