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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 Trueblood Wealth Management, LLC (swap one in):+ Ruedi Wealth Management, Inc. $498M · Champaign, IL+ Xcel Wealth Management, LLC $497.9M · Holly Hill, FL+ M1 Capital Management LLC $450.4M · Troy, MI+ Timonier $450.3M · Winston Salem, NC
Lima, OH
Arden Hills, MN
Palm Beach Gardens, FL
Assets under management$474.1M$498M$450.2M
Asset growth, last 2 years+43%+75%+12%
Advisory staff247
Individual clients323394225
Assets per client$1.5M$1.3M$2M
Clients per advisor1629932
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since202220182012 or earlier
Tools in their stack112
People on Advicer.bio548

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

ToolTrueblood Wealth Management, LLCPitzl FinancialGlobal Trust
Website Builders
Squarespace––Uses it
WixUses it––
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Trueblood Wealth Management, LLC: Raymond James · Pitzl Financial: Fidelity, Schwab · Global Trust: Fidelity, Schwab