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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 Townsend Financial Planning (swap one in):+ Taurum Retirement Partners, LLC $155.9M · Mesa, AZ+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Wilmington Trust Investment Management $140.8M · Wilmington, DE+ Mestmaker & Petrey Wealth Advisors $140.8M · Bakersfield, CA
Mt. Sterling, KY
Wilson, WY
Clearwater, FL
Assets under management$148.3M$155.9M$155.8M
Asset growth, last 2 years–+34%–
Advisory staff312
Individual clients16042193
Assets per client$927K$3.7M$807K
Clients per advisor534297
Main custodianFidelityShareholders Service Group, LLCSchwab
Filing with the SEC since202420242024
Tools in their stack–24
People on Advicer.bio312

From each firm's latest Form ADV (May 2026, Jun 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.

ToolTownsend Financial PlanningGervais Capital Management, LLCUnify Financial Advisors
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Townsend Financial Planning: Fidelity · Gervais Capital Management, LLC: Shareholders Service Group, LLC, Schwab, First Republic Bank, J.P. Morgan, Pershing · Unify Financial Advisors: Schwab