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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 Tillman Hartley LLC (swap one in):+ Jvl Wealth Strategies $784.4M · Wyoming, MI+ Bellwether Wealth $784M · Lincoln, NE+ Manske Wealth Management, LLC $707.3M · Houston, TX+ Duncker Streett & Co. $707.3M · St. Louis, MO
Denver, CO
New York, NY
Greenwood Village, CO
Assets under management$746.3M$784.3M$706.2M
Asset growth, last 2 years+31%−19%+30%
Advisory staff3377
Individual clients571,004421
Assets per client$13.1M$781K$1.7M
Clients per advisor192760
Main custodianFidelityFidelityLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––2
People on Advicer.bio3317

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

ToolTillman Hartley LLCFlagstar Securities, Inc.Dodds Wealth, LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tillman Hartley LLC: Fidelity, Schwab · Flagstar Securities, Inc.: Fidelity · Dodds Wealth, LLC: LPL Financial