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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 Trace Wealth Advisors (swap one in):+ American Wealth Management, Inc. $310M · Alpharetta, GA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA+ Timberchase Financial, LLC $280.2M · Homewood, AL+ Dbs Investment Advisers, LLC $280.2M · Bay City, MI
Thousand Oaks, CA
Sheboygan, WI
Assets under management$295M$310M$310M
Asset growth, last 2 years+19%+38%–
Advisory staff134
Individual clients62224343
Assets per client$4.8M$1.4M$904K
Clients per advisor627586
Main custodianLPL Financial––
Filing with the SEC since202120162024
Tools in their stack–––
People on Advicer.bio124

From each firm's latest Form ADV (Mar 2026, Jul 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: Trace Wealth Advisors: LPL Financial, Northern Trust · Mfa Wealth Services: none listed · H. C. Denison Co.: none listed