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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):+ Kensington Financial Group, Inc. $169.5M · Winston-Salem, NC+ Avise Financial $169.4M · Los Angeles, CA+ Aventine Financial Group $153.1M · Doylestown, PA+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR
Edmonds, WA
Seattle, WA
Assets under management$161.2M$169.7M$169.4M
Asset growth, last 2 years+33%+17%+47%
Advisory staff214
Individual clients15125284
Assets per client$1.1M$6.8M$597K
Clients per advisor762571
Main custodianPershingSchwabSchwab
Filing with the SEC since202120222023
Tools in their stack5––
People on Advicer.bio214

From each firm's latest Form ADV (Mar 2026, May 2026, Jan 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 ManagementCedar Spring Advisors, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Cash Management/Budgeting
FlourishUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Tfs Advisors, LLC: Pershing · Pathmont Investment Management: Schwab · Cedar Spring Advisors, LLC: Schwab, Capital Client Group, Inc.