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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 Tradewinds Wealth Management (swap one in):+ Gem-Young Wealth Advisors, LLC $142M · Canfield, OH+ Financial Trust Asset Management Chartered $141.9M · Boca Raton, FL+ Guardian Capital, LLC $128.1M · Wexford, PA+ Next Generation Investing, LLC $128M · Topeka, KS
Portland, OR
Tinley Park, IL
St. Louis, MO
Assets under management$135.1M$141.9M$141.9M
Asset growth, last 2 years+3%+34%+26%
Advisory staff425
Individual clients260218233
Assets per client$519K$651K$609K
Clients per advisor6510947
Main custodianSchwabInteractive BrokersFolio
Filing with the SEC since202220242020
Tools in their stack111
People on Advicer.bio327

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

ToolTradewinds Wealth ManagementMidwest Financial Network, LLCSeverin Investments LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Interactive Brokers–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Tradewinds Wealth Management: Schwab · Midwest Financial Network, LLC: Interactive Brokers · Severin Investments LLC: Folio, Schwab