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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 Thoreson Steffes (swap one in):+ Trillium Square Advisors LLC $51.8M+ Alpine Asset Management $51.7M · Zephyr Cove, NV+ Haron Capital Management, LLC $46.8M+ Wealth Builders Financial Group LLC $46.8M · Westminster, MD
Fargo, ND
Assets under management$49.3M$51.7M$46.8M
Asset growth, last 2 years+262%––
Advisory staff131
Individual clients3088129
Assets per client$1.6M$588K$363K
Clients per advisor3029129
Main custodian–––
Filing with the SEC since201420262026
Tools in their stack––4
People on Advicer.bio231

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

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.

ToolThoreson Steffes9i Capital Group LLCPerfetta Capital, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it