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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 Thompson Investment Advisors (swap one in):+ Rising Tides Financial, LLC $59.9M+ Liberty Wealth Managers $59.9M · New York, NY+ Tiedemann & Associates Investment Advisors, Inc. $54.1M+ Two Centuries Investments, LLC $54.1M
Louisville, KY
Houston, TX
New York, NY
Assets under management$57M$59.9M$54.1M
Asset growth, last 2 years––−23%
Advisory staff111
Individual clients2593919
Assets per client$220K$1.5M$2.8M
Clients per advisor2593919
Main custodian––Morgan Stanley
Filing with the SEC since202620262021
Tools in their stack2––
People on Advicer.bio111

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

ToolThompson Investment AdvisorsGessner Wealth Strategies LLCAlpha
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Thompson Investment Advisors: none listed · Gessner Wealth Strategies LLC: none listed · Alpha: Morgan Stanley, J.P. Morgan, Ucap Securities LLC