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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 Trademark Financial Management, LLC (swap one in):+ Merit Financial Partners LLC $308.2M · Maspeth, NY+ Covington & Associates, Inc. $308.2M · Westfield, NJ+ Millennial Wealth $278.7M · Fall City, WA+ Verity Wealth Advisors, LLC $278.5M · Sausalito, CA
Bloomington, MN
Waseca, MN
Clifton Park, NY
Assets under management$293.4M$311.6M$278.7M
Asset growth, last 2 years+41%––
Advisory staff256
Individual clients458714642
Assets per client$641K$436K$434K
Clients per advisor229143107
Main custodianSchwabSEI–
Filing with the SEC since2012 or earlier20242024
Tools in their stack2––
People on Advicer.bio167

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

ToolTrademark Financial Management, LLCIwealthHolistic Wealth Advisors
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Trademark Financial Management, LLC: Schwab · Iwealth: SEI, LPL Financial · Holistic Wealth Advisors: none listed