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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 Trott Brook Financial (swap one in):+ Twin Gryphon Advisors LLC $126.5M · Marshfield, MA+ RIA Wealth Advisors, LLC $126.5M · Round Rock, TX+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH+ Deeter Advisory Group, LLC $114.3M · Terrace Park, OH
Anoka, MN
Mahtomedi, MN
Encino, CA
Assets under management$120.5M$127.5M$114.2M
Asset growth, last 2 years+49%+12%−11%
Advisory staff132
Individual clients155100100
Assets per client$777K$1.3M$1.1M
Clients per advisor1553350
Main custodianFidelitySchwabSchwab
Filing with the SEC since202220232023
Tools in their stack42–
People on Advicer.bio132

From each firm's latest Form ADV (Apr 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.

ToolTrott Brook FinancialYes Wealth ManagementGoodstein Wealth Management LLC
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Trott Brook Financial: Fidelity · Yes Wealth Management: Schwab · Goodstein Wealth Management LLC: Schwab