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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+ Dbs Investment Advisers, LLC $280.2M · Bay City, MI+ Farrow Financial Inc $280.1M · South Burlington, VT
Thousand Oaks, CA
Homewood, AL
Assets under management$295M$310M$280.2M
Asset growth, last 2 years+19%+38%+45%
Advisory staff133
Individual clients62224126
Assets per client$4.8M$1.4M$2.2M
Clients per advisor627542
Main custodianLPL Financial–Schwab
Filing with the SEC since202120162020
Tools in their stack––5
People on Advicer.bio125

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

ToolTrace Wealth AdvisorsMfa Wealth ServicesTimberchase Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Trace Wealth Advisors: LPL Financial, Northern Trust · Mfa Wealth Services: none listed · Timberchase Financial, LLC: Schwab