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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+ Tfs Advisors, LLC $161.2M · Edmonds, WA+ Broadwater Capital Management LLC $161M · Boston, MA
Franklin, MA
Attleboro, MA
Assets under management$169.7M$179.2M$161.2M
Asset growth, last 2 years+23%+56%+38%
Advisory staff114
Individual clients48150288
Assets per client$3.5M$1.2M$560K
Clients per advisor4815072
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242023
Tools in their stack–32
People on Advicer.bio114

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

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 ManagementLaguna Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon–Uses itUses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Titanium Advisors, LLC: Schwab · Timmons Wealth Management: Schwab · Laguna Wealth Advisors, LLC: Schwab