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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):+ Compass Financial Group, Inc. $429.7M · Deerfield Beach, FL+ Shayne & Jacobs, LLC $429.5M · Nashville, TN+ Costello Asset Management, Inc. $388.5M · Feasterville, PA+ 1836 Asset Management, LLC $386.6M · Garland, TX
Cedar Park, TX
Fort Worth, TX
Birmingham, AL
Assets under management$409M$430.4M$429.6M
Asset growth, last 2 years+57%+73%+46%
Advisory staff256
Individual clients667429271
Assets per client$613K$1M$1.6M
Clients per advisor3348645
Main custodianSchwabPershingSchwab
Filing with the SEC since201720192018
Tools in their stack241
People on Advicer.bio287

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, LLCNavigate Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: True Financial Group: Schwab · Swmg, LLC: Pershing, Schwab · Navigate Wealth Management, LLC: Schwab