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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 Trendscast Financial LLC (swap one in):+ Sovereign Capital Vantage, Inc. $26.8M+ Bright Vision Wealth $26.7M · The Woodlands, TX+ Veritas Bitcoin Strategies, LLC. Dba Veritas Bitcoin Strategies $24.2M · Madras, OR+ Centriplan, LLC $24.2M · Newport Beach, CA
Eighty Four, PA
Modesto, CA
Appleton, WI
Assets under management$25.4M$26.8M$26.8M
Asset growth, last 2 years––−42%
Advisory staff211
Individual clients26724132
Assets per client$95K$1.1M$203K
Clients per advisor13424132
Main custodian––John Hancock Trust Company LLC
Filing with the SEC since202620262015
Tools in their stack–––
People on Advicer.bio211

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

Tech stacks

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

Custodians on Form ADV: Trendscast Financial LLC: none listed · Luminary Financial Planning: none listed · Asc 401(K) Management: John Hancock Trust Company LLC