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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 Tfo Family Office Partners (swap one in):+ Ashton Thomas Private Wealth $6.01B · Scottsdale, AZ+ Tci Wealth Advisors, Inc. $5.37B · Tucson, AZ+ Highpoint Planning Partners $4.78B · Downers Grove, IL+ Foster Group, Inc. $4.78B · West Des Moines, IA
Phoenix, AZ
Phoenix, AZ
Cedar Rapids, IA
Assets under management$5.04B$5.64B$4.77B
Asset growth, last 2 years+32%+17%+58%
Advisory staff476581
Individual clients2455,5095,525
Assets per client$20.6M$1M$864K
Clients per advisor58568
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio277390

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

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.

ToolTfo Family Office PartnersDynamicNations Financial Group, Inc.
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tfo Family Office Partners: Schwab · Dynamic: Schwab, Fidelity · Nations Financial Group, Inc.: Wells Fargo