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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+ Broadwater Capital Management LLC $161M · Boston, MA
Franklin, MA
Attleboro, MA
Edmonds, WA
Assets under management$169.7M$179.2M$161.2M
Asset growth, last 2 years+23%+56%+33%
Advisory staff112
Individual clients48150151
Assets per client$3.5M$1.2M$1.1M
Clients per advisor4815076
Main custodianSchwabSchwabPershing
Filing with the SEC since202220242021
Tools in their stack–35
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 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 ManagementTfs Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Cash Management/Budgeting
Flourish––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses itUses it

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