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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 Tripletail Wealth Management (swap one in):+ Blair Hall Advisors, LLC $138.8M+ Broussard Financial Group, LLC $138.8M · Kaplan, LA+ Fortis Private Wealth Advisors, LLC $124.4M · Miami, FL+ Cardea Capital Advisors, LLC $124.2M · Vero Beach, FL
Orlando, FL
Destin, FL
Assets under management$132.1M$140M$138.7M
Asset growth, last 2 years+89%+32%–
Advisory staff231
Individual clients74107151
Assets per client$1.8M$1.3M$919K
Clients per advisor3736151
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220192024
Tools in their stack311
People on Advicer.bio231

From each firm's latest Form ADV (Oct 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

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.

ToolTripletail Wealth ManagementChipser Wealth Management, LLCMetanoia Financial, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tripletail Wealth Management: Schwab · Chipser Wealth Management, LLC: Schwab · Metanoia Financial, LLC: Schwab