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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 Trek Wealth Planning (swap one in):+ Gb Associates, Inc. $25.2M+ Legatrust Financial Advisors, Inc. $25.1M · Saint Louis, MO+ Rcs Wealth Management $22.7M · Centennial, CO+ Insignia Wealth Advisory $22.7M · Opelika, AL
Columbia, MO
Assets under management$23.9M$25.2M$22.7M
Asset growth, last 2 years–−29%–
Advisory staff111
Individual clients3995
Assets per client$614K$2.8M$4.5M
Clients per advisor3995
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack21–
People on Advicer.bio111

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

ToolTrek Wealth PlanningFpg WealthIwms LLC
Website Builders
Squarespace–Uses it–
WebflowUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Trek Wealth Planning: none listed · Fpg Wealth: Schwab · Iwms LLC: none listed