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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 True Financial Group (swap one in):+ Navigate Wealth Management, LLC $429.6M · Birmingham, AL+ Shayne & Jacobs, LLC $429.5M · Nashville, TN+ Pathways Advisory Group, Inc. $388.5M · Fresno, CA+ 1836 Asset Management, LLC $386.6M · Garland, TX
Cedar Park, TX
Fort Worth, TX
Feasterville, PA
Assets under management$409M$430.4M$388.5M
Asset growth, last 2 years+57%+73%+83%
Advisory staff253
Individual clients667429356
Assets per client$613K$1M$1.1M
Clients per advisor33486119
Main custodianSchwabPershingSchwab
Filing with the SEC since201720192012 or earlier
Tools in their stack241
People on Advicer.bio282

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

ToolTrue Financial GroupSwmg, LLCCostello Asset Management, Inc.
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
Website Builders
SquarespaceUses it––
Wix––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: True Financial Group: Schwab · Swmg, LLC: Pershing, Schwab · Costello Asset Management, Inc.: Schwab