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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):+ Teton Wealth Group LLC $204M · Murray, UT+ Gehrig Capital Management, Inc. $203.9M · Merrillville, IN+ Atlas Investment Advisors $184.1M · Alpharetta, GA+ George M. Hiller Companies, LLC $183M · Atlanta, GA
Columbus, GA
Traverse City, MI
Assets under management$194M$203.8M$203.8M
Asset growth, last 2 years+44%+28%+23%
Advisory staff222
Individual clients17987337
Assets per client$1.1M$2.3M$605K
Clients per advisor9044169
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio222

From each firm's latest Form ADV (Feb 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

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 · Up North Financial, LLC: Fidelity