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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+ Everhart Advisors $2.46B · Dublin, OH+ Shufro, Rose & Co., LLC $2.46B · New York, NY
Scottsdale, AZ
Scottsdale, AZ
Austin, TX
Assets under management$2.6B$2.82B$2.46B
Asset growth, last 2 years+91%+25%+27%
Advisory staff465510
Individual clients10,6334,539688
Assets per client$245K$622K$3.6M
Clients per advisor2318369
Main custodianSchwabSchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack231
People on Advicer.bio526310

From each firm's latest Form ADV (Aug 2026, Jul 2026, Jun 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 FinancialOxbow Advisors, LLC
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Trajan Wealth, L.l.c.: Schwab · Trek Financial: Schwab · Oxbow Advisors, LLC: Schwab, Wells Fargo