Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Journey Financial Group, Inc. $336.5M · Buffalo Grove, IL+ Nautilus Advisors LLC $304.3M · La Jolla, CA+ Provider Financial, Inc. $304M · Indianapolis, IN
Fort Wayne, IN
Indianapolis, IN
Gaithersburg, MD
Assets under management$320.4M$338.3M$336.7M
Asset growth, last 2 years–+33%+19%
Advisory staff452
Individual clients441520230
Assets per client$727K$651K$1.5M
Clients per advisor110104115
Main custodian–Raymond JamesSchwab
Filing with the SEC since202420192012 or earlier
Tools in their stack1–1
People on Advicer.bio562

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 PlanningKilner Capital Advisors, LLC
Custodial Platform
Charles SchwabUses it––
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Tradewell Tax & Financial: none listed · Bookends Financial Planning: Raymond James · Kilner Capital Advisors, LLC: Schwab