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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):+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ+ Bison Wealth, LLC $2.74B · Atlanta, GA+ Oxbow Advisors, LLC $2.46B · Austin, TX+ Shufro, Rose & Co., LLC $2.46B · New York, NY
Scottsdale, AZ
Scottsdale, AZ
Dublin, OH
Assets under management$2.6B$2.82B$2.46B
Asset growth, last 2 years+91%+25%+70%
Advisory staff465528
Individual clients10,6334,5392,268
Assets per client$245K$622K$1.1M
Clients per advisor2318381
Main custodianSchwabSchwabSEI
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack232
People on Advicer.bio526336

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

1 tool 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 FinancialEverhart Advisors
Custodial Platform
Charles SchwabUses itUses itUses it
SEI––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Trajan Wealth, L.l.c.: Schwab · Trek Financial: Schwab · Everhart Advisors: SEI, Schwab