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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+ Ashton Thomas Private Wealth $6.01B · Scottsdale, AZ+ Venture Visionary Partners LLC $5.24B · Sylvania, OH+ Wellspring Family Office $5.06B · Cleveland, OH
Maumee, OH
Cincinnati, OH
Indianapolis, IN
Assets under management$5.66B$6.39B$6.01B
Asset growth, last 2 years+44%+30%+52%
Advisory staff553786
Individual clients1,8151,8674,429
Assets per client$3.1M$3.4M$1.4M
Clients per advisor335052
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–2–
People on Advicer.bio3640102

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.Thurston Springer Advisors
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Tfo Wealth Partners: Schwab · Truepoint, Inc.: Fidelity · Thurston Springer Advisors: none listed