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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 Path Financial LLC (swap one in):+ Jhp Planning, LLC $86.6M · Salt Lake City, UT+ Grow Funds LLC $86.5M · La Jolla, CA+ Simplified Financial Partners $78.2M · Calumet, MI+ Wilson Wealth Management, Inc. $78.1M · Salt Lake City, UT
Sarasota, FL
Tampa, FL
Assets under management$82.3M$86.5M$77.8M
Asset growth, last 2 years––+1,456%
Advisory staff214
Individual clients1314378
Assets per client$628K$2M$998K
Clients per advisor664320
Main custodian––LPL Financial
Filing with the SEC since202620262021
Tools in their stack–24
People on Advicer.bio214

From each firm's latest Form ADV (Sep 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.

ToolTrue Path Financial LLCIronstream Capital, LLCVectorwealth
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: True Path Financial LLC: none listed · Ironstream Capital, LLC: none listed · Vectorwealth: LPL Financial