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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+ Pictet North America Advisors Sa $5.3B · Geneva 73+ Highpoint Planning Partners $4.78B · Downers Grove, IL+ Foster Group, Inc. $4.78B · West Des Moines, IA
Phoenix, AZ
Phoenix, AZ
Tucson, AZ
Assets under management$5.04B$5.64B$5.37B
Asset growth, last 2 years+32%+17%+31%
Advisory staff476545
Individual clients2455,5093,189
Assets per client$20.6M$1M$1.7M
Clients per advisor58571
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–23
People on Advicer.bio277346

From each firm's latest Form ADV (Sep 2026, Aug 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 PartnersDynamicTci Wealth Advisors, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tfo Family Office Partners: Schwab · Dynamic: Schwab, Fidelity · Tci Wealth Advisors, Inc.: Schwab