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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 Titanium Advisors, LLC (swap one in):+ Legacy Wealth Advisors, LLC $178.3M · San Jose, CA+ Aspetuck Financial Management LLC $178.3M · Westport, CT+ Laguna Wealth Advisors, LLC $161.2M+ Broadwater Capital Management LLC $161M · Boston, MA
Franklin, MA
Attleboro, MA
Singapore
Assets under management$169.7M$179.2M$178.3M
Asset growth, last 2 years+23%+56%+31%
Advisory staff112
Individual clients48150134
Assets per client$3.5M$1.2M$1.3M
Clients per advisor4815067
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since202220242019
Tools in their stack–3–
People on Advicer.bio113

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolTitanium Advisors, LLCTimmons Wealth ManagementAvrio Wealth Pte LTD
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Titanium Advisors, LLC: Schwab · Timmons Wealth Management: Schwab · Avrio Wealth Pte LTD: Interactive Brokers