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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 Traphagen Financial Group (swap one in):+ Capital Investment Advisory Services, LLC $2.39B · Raleigh, NC+ Newsquare Capital, LLC $2.39B · Newtown Square, PA+ Abacus Planning Group, Inc. $2.16B · Columbia, SC+ Roundview Capital, LLC $2.13B · Princeton, NJ
Oradell, NJ
Wellesley, MA
Glen Allen, VA
Assets under management$2.28B$2.39B$2.16B
Asset growth, last 2 years+49%+25%+54%
Advisory staff1613126
Individual clients1,9227813,177
Assets per client$1.2M$3.1M$681K
Clients per advisor1206025
Main custodian–SchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack41–
People on Advicer.bio161497

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

ToolTraphagen Financial GroupWashington Trust AdvisorsCapitol Securities Management, Inc.
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Traphagen Financial Group: none listed · Washington Trust Advisors: Schwab · Capitol Securities Management, Inc.: Raymond James