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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+ Excel Financial, LLC $404.5M · Red Wing, MN+ Borer Denton & Associates, Inc. $403M · Blue Bell, PA
Radnor, PA
King Of Prussia, PA
Spokane, WA
Assets under management$426M$452.3M$404.4M
Asset growth, last 2 years+25%+88%+21%
Advisory staff773
Individual clients259476120
Assets per client$1.6M$950K$3.4M
Clients per advisor376840
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since2012 or earlier20162023
Tools in their stack2––
People on Advicer.bio783

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, LLCMb Gen Wealth
CRM
SalesforceUses it––
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Tgs Financial Advisors: Raymond James · Certior Financial Group, LLC: Schwab · Mb Gen Wealth: Fidelity, Schwab