Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Collective Wealth Partners, LLC $59.9M · Atlanta, GA+ Rising Tides Financial, LLC $59.9M+ Alpha $54.1M · New York, NY+ Tiedemann & Associates Investment Advisors, Inc. $54.1M
Louisville, KY
Houston, TX
New York, NY
Assets under management$57M$59.9M$59.9M
Asset growth, last 2 years––+3%
Advisory staff111
Individual clients25939114
Assets per client$220K$1.5M$525K
Clients per advisor25939114
Main custodian––International Financial Group Limited
Filing with the SEC since202620262022
Tools in their stack2––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Feb 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 LLCLiberty Wealth Managers
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 · Liberty Wealth Managers: International Financial Group Limited, Novia Global LTD