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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):+ Ashton Thomas Private Wealth $6.01B · Scottsdale, AZ+ 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
Tucson, AZ
Assets under management$5.66B$6.39B$5.37B
Asset growth, last 2 years+44%+30%+31%
Advisory staff553745
Individual clients1,8151,8673,189
Assets per client$3.1M$3.4M$1.7M
Clients per advisor335071
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–23
People on Advicer.bio364046

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.Tci Wealth Advisors, Inc.
CRM
Envestnet Tamarac–Uses itUses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses it–

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