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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):+ Fbb Capital Partners $2.39B · Bethesda, MD+ Capital Investment Advisory Services, LLC $2.39B · Raleigh, NC+ Capitol Securities Management, Inc. $2.16B · Glen Allen, VA+ Roundview Capital, LLC $2.13B · Princeton, NJ
Oradell, NJ
Wellesley, MA
Newtown Square, PA
Assets under management$2.28B$2.39B$2.39B
Asset growth, last 2 years+49%+25%+102%
Advisory staff16136
Individual clients1,9227812,105
Assets per client$1.2M$3.1M$1.1M
Clients per advisor12060351
Main custodian–Schwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack412
People on Advicer.bio16146

From each firm's latest Form ADV (Mar 2026, May 2026, Feb 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 AdvisorsNewsquare Capital, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFileUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Traphagen Financial Group: none listed · Washington Trust Advisors: Schwab · Newsquare Capital, LLC: none listed