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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 Tfs Advisors, LLC (swap one in):+ Avise Financial $169.4M · Los Angeles, CA+ Cedar Spring Advisors, LLC $169.4M+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA
Edmonds, WA
Seattle, WA
Doylestown, PA
Assets under management$161.2M$169.7M$153.1M
Asset growth, last 2 years+33%+17%+316%
Advisory staff213
Individual clients15125133
Assets per client$1.1M$6.8M$1.2M
Clients per advisor762544
Main custodianPershingSchwabSchwab
Filing with the SEC since202120222018
Tools in their stack5–2
People on Advicer.bio213

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

ToolTfs Advisors, LLCPathmont Investment ManagementAventine Financial Group
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)Uses it––
Cash Management/Budgeting
FlourishUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Tfs Advisors, LLC: Pershing · Pathmont Investment Management: Schwab · Aventine Financial Group: Schwab