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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 Wealth Partners (swap one in):+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Thurston Springer Advisors $6.01B · Indianapolis, IN+ Venture Visionary Partners LLC $5.24B · Sylvania, OH+ Wellspring Family Office $5.06B · Cleveland, OH
Maumee, OH
Cincinnati, OH
Scottsdale, AZ
Assets under management$5.66B$6.39B$6.01B
Asset growth, last 2 years+44%+30%+108%
Advisory staff553763
Individual clients1,8151,8673,181
Assets per client$3.1M$3.4M$1.9M
Clients per advisor335050
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–22
People on Advicer.bio364097

From each firm's latest Form ADV (Oct 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 Wealth PartnersTruepoint, Inc.Ashton Thomas Private Wealth
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tfo Wealth Partners: Schwab · Truepoint, Inc.: Fidelity · Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity