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 Trueblood Wealth Management, LLC (swap one in):+ Jackson Financial Services, LLC $498.1M · Mt. Pleasant, SC+ 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
Champaign, IL
Assets under management$474.1M$498M$498M
Asset growth, last 2 years+43%+75%+30%
Advisory staff245
Individual clients323394461
Assets per client$1.5M$1.3M$1.1M
Clients per advisor1629992
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since202220182014
Tools in their stack116
People on Advicer.bio545

From each firm's latest Form ADV (Aug 2026, Feb 2026, Sep 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 FinancialRuedi Wealth Management, Inc.
Digital Marketing
Mailchimp––Uses it
Snappy Kraken–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Legacy Planning
Everplans––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Trueblood Wealth Management, LLC: Raymond James · Pitzl Financial: Fidelity, Schwab · Ruedi Wealth Management, Inc.: Schwab