Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Tritonpoint Wealth, LLC (swap one in):+ Tom Johnson Investment Management, LLC $1.63B · Oklahoma City, OK+ Trivium Point Advisory, LLC $1.63B · Wilton, CT+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Mv Capital Management, Inc. $1.44B · Bethesda, MD
Chevy Chase, MD
Annapolis, MD
Lancaster, PA
Assets under management$1.55B$1.64B$1.63B
Asset growth, last 2 years+17%+38%+22%
Advisory staff61510
Individual clients3382,664994
Assets per client$4.6M$617K$1.6M
Clients per advisor5617899
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320132012 or earlier
Tools in their stack–33
People on Advicer.bio111512

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

ToolTritonpoint Wealth, LLCScarborough Capital ManagementRodgers & Associates
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
HubSpot–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AssetBook––Uses it

Custodians on Form ADV: Tritonpoint Wealth, LLC: Schwab, Fidelity · Scarborough Capital Management: Schwab · Rodgers & Associates: Schwab, Fidelity