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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):+ Attessa Capital LLC $343.5M · Tucson, AZ+ Ergawealth Advisors, Inc. $341.5M · Oak Brook, IL+ Synergy Financial Partners, LLC $308.7M · Denver, CO+ One Wealth Capital Management, LLC $306.8M · Scottsdale, AZ
Tucson, AZ
Tempe, AZ
Miami Beach, FL
Assets under management$325.1M$344.7M$341.4M
Asset growth, last 2 years+44%+36%+48%
Advisory staff333
Individual clients27021622
Assets per client$1.2M$1.6M$15.5M
Clients per advisor90727
Main custodianLPL FinancialSchwabRaymond James
Filing with the SEC since20192012 or earlier2022
Tools in their stack–3–
People on Advicer.bio333

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

ToolTreiberg Wealth ManagementIntrinsic Wealth Counsel, Inc.Dhody Investment Group
Custodial Platform
Charles Schwab–Uses 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 · Dhody Investment Group: Raymond James