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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 Tgs Financial Advisors (swap one in):+ Hardin Capital Partners, LLC $447.8M · Greenville, SC+ Armstrong Dixon $447.5M · Baltimore, MD+ Mb Gen Wealth $404.4M · Spokane, WA+ Borer Denton & Associates, Inc. $403M · Blue Bell, PA
Radnor, PA
King Of Prussia, PA
Red Wing, MN
Assets under management$426M$452.3M$404.5M
Asset growth, last 2 years+25%+88%+27%
Advisory staff775
Individual clients259476392
Assets per client$1.6M$950K$1M
Clients per advisor376878
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack2–3
People on Advicer.bio787

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

ToolTgs Financial AdvisorsCertior Financial Group, LLCExcel Financial, LLC
CRM
SalesforceUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Tgs Financial Advisors: Raymond James · Certior Financial Group, LLC: Schwab · Excel Financial, LLC: Schwab, Fidelity, Matrix Trust