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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 Wealth Management (swap one in):+ Gehrig Capital Management, Inc. $203.9M · Merrillville, IN+ Up North Financial, LLC $203.8M · Traverse City, MI+ The Worley Banks Group, LLC $184.3M · Creve Coeur, MO+ George M. Hiller Companies, LLC $183M · Atlanta, GA
Columbus, GA
Alpharetta, GA
Assets under management$194M$203.8M$184.1M
Asset growth, last 2 years+44%+28%–
Advisory staff222
Individual clients17987116
Assets per client$1.1M$2.3M$1.6M
Clients per advisor904458
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–––
People on Advicer.bio222

From each firm's latest Form ADV (Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Townsend Wealth Management: Schwab · Moler Capital Management: Schwab · Atlas Investment Advisors: Schwab