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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+ Capitol Securities Management, Inc. $2.16B · Glen Allen, VA+ Abacus Planning Group, Inc. $2.16B · Columbia, SC
Oradell, NJ
Wellesley, MA
Princeton, NJ
Assets under management$2.28B$2.39B$2.13B
Asset growth, last 2 years+49%+25%+51%
Advisory staff16135
Individual clients1,922781544
Assets per client$1.2M$3.1M$3.9M
Clients per advisor12060109
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack414
People on Advicer.bio16145

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 AdvisorsRoundview Capital, LLC
CRM
Envestnet TamaracUses it–Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Charles Schwab––Uses it
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFileUses it–Uses it

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