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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 Trajan Wealth, L.l.c. (swap one in):+ Guardian Wealth Advisors, LLC $2.74B · Raleigh, NC+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ+ Oxbow Advisors, LLC $2.46B · Austin, TX+ Everhart Advisors $2.46B · Dublin, OH
Scottsdale, AZ
Scottsdale, AZ
Atlanta, GA
Assets under management$2.6B$2.82B$2.74B
Asset growth, last 2 years+91%+25%+136%
Advisory staff465565
Individual clients10,6334,5398,569
Assets per client$245K$622K$319K
Clients per advisor23183132
Main custodianSchwabSchwabFidelity
Filing with the SEC since20152012 or earlier2018
Tools in their stack23–
People on Advicer.bio526361

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

ToolTrajan Wealth, L.l.c.Trek FinancialBison Wealth, LLC
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Trajan Wealth, L.l.c.: Schwab · Trek Financial: Schwab · Bison Wealth, LLC: Fidelity, Schwab