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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 Thoroughbred Financial Services, LLC (swap one in):+ Sage Mountain Advisors, LLC $4.29B · Atlanta, GA+ Simplicity Wealth $4.27B · Summit, NJ+ Henssler Financial $3.81B · Kennesaw, GA+ Calydon Capital, LLC $3.58B · Memphis, TN
Brentwood, TN
Dallas, TX
Chicago, IL
Assets under management$4.04B$4.28B$4.29B
Asset growth, last 2 years+39%+21%+120%
Advisory staff3169
Individual clients2,520101127
Assets per client$1.6M$42.4M$33.8M
Clients per advisor811714
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio34310

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Thoroughbred Financial Services, LLC: Fidelity · Turtle Creek Trust: Fidelity · Aaron Wealth Advisors: Schwab