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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 Transce3nd LLC (swap one in):+ Tower Wealth Partners $440.4M · Lewisburg, PA+ Burford Brothers, Inc. $440.2M · Dallas, TX+ Concord Investment Counsel $397.9M · Irvine, CA+ Fortune Wealth Management, LLC $396.3M · Dallas, TX
Buda, TX
Missoula, MT
Los Angeles, CA
Assets under management$418.9M$440.3M$440.5M
Asset growth, last 2 years+34%+25%+41%
Advisory staff4262
Individual clients1,58185835
Assets per client$265K$513K$12.6M
Clients per advisor3814318
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since20222012 or earlier2014
Tools in their stack2–2
People on Advicer.bio42152

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

ToolTransce3nd LLCSgl Investment Advisors, Inc.Ag Asset Advisory, LLC
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Transce3nd LLC: Schwab, Axos Clearing · Sgl Investment Advisors, Inc.: Schwab · Ag Asset Advisory, LLC: Wells Fargo