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.

Trendhaven Investment Management, LLC
Missions Services, LLC
Brickstone Advisors

Similar in size to Trendhaven Investment Management, LLC (swap one in):+ Russell Advisory Group, Inc $2.1M + Jkay Securities Corporation $2.1M + Companions on Your Journey $1.9M + Pantile Investments $1.9M · Boulder, CO

	Trendhaven Investment Management, LLC	Missions Services, LLC	Brickstone Advisors Fort Lauderdale, FL
Assets under management	$2M	$2.1M	$2.1M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	3	–	4
Assets per client	$664K	–	$525K
Clients per advisor	3	–	4
Main custodian	–	–	–
Filing with the SEC since	2025	2025	2024
Tools in their stack	–	–	–
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Feb 2025, May 2025, Apr 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

Trendhaven Investment Management, LLC
Missions Services, LLC
Brickstone Advisors

Advisory staff

Trendhaven Investment Management, LLC
Missions Services, LLC
Brickstone Advisors

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.