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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 Tlg Advisors, Inc. (swap one in):+ Traynor Capital Management $2.42B · Malvern, PA+ Wealth Architects, LLC $2.42B · Mountain View, CA+ Joel R. Mogy Investment Counsel Inc. $2.18B · Beverly Hills, CA+ Condor Capital Wealth Management $2.18B · Martinsville, NJ
Summit, NJ
Chattanooga, TN
Princeton, NJ
Assets under management$2.3B$2.42B$2.13B
Asset growth, last 2 years+38%+151%+51%
Advisory staff15525
Individual clients5,01817,092544
Assets per client$458K$142K$3.9M
Clients per advisor328,546109
Main custodianSEI–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–24
People on Advicer.bio30925

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

ToolTlg Advisors, Inc.Future CapitalRoundview Capital, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Tlg Advisors, Inc.: SEI, Fidelity, Pershing, Schwab · Future Capital: none listed · Roundview Capital, LLC: Schwab, Fidelity