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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):+ Aaron Wealth Advisors $4.29B · Chicago, IL+ Sage Mountain Advisors, LLC $4.29B · Atlanta, GA+ Henssler Financial $3.81B · Kennesaw, GA+ Calydon Capital, LLC $3.58B · Memphis, TN
Brentwood, TN
Dallas, TX
Summit, NJ
Assets under management$4.04B$4.28B$4.27B
Asset growth, last 2 years+39%+21%+35%
Advisory staff316190
Individual clients2,5201018,456
Assets per client$1.6M$42.4M$505K
Clients per advisor811745
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–––
People on Advicer.bio343246

From each firm's latest Form ADV (Mar 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

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 · Simplicity Wealth: Schwab, Truist