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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 Tfb Advisors, LLC (swap one in):+ Basepoint Wealth, LLC $883.8M · Cedar Rapids, IA+ Sage Rhino Capital LLC $883.7M · Menlo Park, CA+ Mcnamara Financial Services, Inc. $797.9M · Marshfield, MA+ Proffitt & Goodson Inc. $797.7M · Knoxville, TN
Overland Park, KS
Salina, KS
Louisville, KY
Assets under management$840.2M$884.8M$882.2M
Asset growth, last 2 years+17%+92%+167%
Advisory staff19234
Individual clients1,3261,60212
Assets per client$634K$552K$73.5M
Clients per advisor70703
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since202220142020
Tools in their stack–––
People on Advicer.bio18274

From each firm's latest Form ADV (Apr 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Tfb Advisors, LLC: AssetMark, Schwab, Brinker Capital Investments · United Capital Management of Kansas, Inc.: Schwab · Castellan: Schwab