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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 Tfp Management, LLC (swap one in):+ Pathways Wealth Management, Inc. $287M+ Alchemi Wealth, LLC $286.9M · Essex, CT+ Cohen Investment Advisors, LLC $259.3M · Bedford, NH+ Global Financial Advisory Services, Inc. $259.3M · Valencia, CA
Bettendorf, IA
Normal, IL
Assets under management$273M$286.9M$287M
Asset growth, last 2 years+31%+167%+79%
Advisory staff328
Individual clients66060236
Assets per client$414K$4.8M$1.2M
Clients per advisor2203030
Main custodianSchwabFidelitySchwab
Filing with the SEC since20212012 or earlier2024
Tools in their stack3––
People on Advicer.bio317

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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.

ToolTfp Management, LLCLynx Capital Group LTDMcbeath Financial Group
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Tfp Management, LLC: Schwab, Fidelity · Lynx Capital Group LTD: Fidelity · Mcbeath Financial Group: Schwab