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 Trott Brook Financial (swap one in):+ Acts Financial Advisors $126.5M · Mclean, VA+ Twin Gryphon Advisors LLC $126.5M · Marshfield, MA+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH+ Deeter Advisory Group, LLC $114.3M · Terrace Park, OH
Anoka, MN
Mahtomedi, MN
Round Rock, TX
Assets under management$120.5M$127.5M$126.5M
Asset growth, last 2 years+49%+12%+15%
Advisory staff133
Individual clients155100241
Assets per client$777K$1.3M$525K
Clients per advisor1553380
Main custodianFidelitySchwabFidelity
Filing with the SEC since202220232021
Tools in their stack42–
People on Advicer.bio133

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 ManagementRIA Wealth Advisors, 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 · RIA Wealth Advisors, LLC: Fidelity