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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 Tradewell Tax & Financial (swap one in):+ Assembly Wealth $336.7M · Mill Valley, CA+ Kilner Capital Advisors, LLC $336.7M · Gaithersburg, MD+ Nautilus Advisors LLC $304.3M · La Jolla, CA+ Provider Financial, Inc. $304M · Indianapolis, IN
Fort Wayne, IN
Indianapolis, IN
Buffalo Grove, IL
Assets under management$320.4M$338.3M$336.5M
Asset growth, last 2 years–+33%+43%
Advisory staff456
Individual clients441520323
Assets per client$727K$651K$1M
Clients per advisor11010454
Main custodian–Raymond JamesPershing
Filing with the SEC since202420192014
Tools in their stack1––
People on Advicer.bio565

From each firm's latest Form ADV (Oct 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

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.

ToolTradewell Tax & FinancialBookends Financial PlanningJourney Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Tradewell Tax & Financial: none listed · Bookends Financial Planning: Raymond James · Journey Financial Group, Inc.: Pershing