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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):+ Aspetuck Financial Management LLC $178.3M · Westport, CT+ Avrio Wealth Pte LTD $178.3M · Singapore+ Laguna Wealth Advisors, LLC $161.2M+ Tfs Advisors, LLC $161.2M · Edmonds, WA
Franklin, MA
Attleboro, MA
Boston, MA
Assets under management$169.7M$179.2M$161M
Asset growth, last 2 years+23%+56%+6%
Advisory staff111
Individual clients4815036
Assets per client$3.5M$1.2M$4.5M
Clients per advisor4815036
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack–3–
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Apr 2026, Sep 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 ManagementBroadwater Capital Management LLC
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 · Broadwater Capital Management LLC: Fidelity