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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 Treiberg Wealth Management (swap one in):+ Ergawealth Advisors, Inc. $341.5M · Oak Brook, IL+ Dhody Investment Group $341.4M · Miami Beach, FL+ Synergy Financial Partners, LLC $308.7M · Denver, CO+ One Wealth Capital Management, LLC $306.8M · Scottsdale, AZ
Tucson, AZ
Tempe, AZ
Tucson, AZ
Assets under management$325.1M$344.7M$343.5M
Asset growth, last 2 years+44%+36%+33%
Advisory staff337
Individual clients270216241
Assets per client$1.2M$1.6M$1.4M
Clients per advisor907234
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20192012 or earlier2024
Tools in their stack–31
People on Advicer.bio337

From each firm's latest Form ADV (Feb 2026, Apr 2026, Aug 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.

ToolTreiberg Wealth ManagementIntrinsic Wealth Counsel, Inc.Attessa Capital LLC
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Treiberg Wealth Management: LPL Financial · Intrinsic Wealth Counsel, Inc.: Schwab · Attessa Capital LLC: Schwab