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):+ Ruedi Wealth Management, Inc. $498M · Champaign, IL+ Xcel Wealth Management, LLC $497.9M · Holly Hill, FL+ M1 Capital Management LLC $450.4M · Troy, MI+ Global Trust $450.2M · Palm Beach Gardens, FL
Lima, OH
Arden Hills, MN
Winston Salem, NC
Assets under management$474.1M$498M$450.3M
Asset growth, last 2 years+43%+75%+54%
Advisory staff244
Individual clients323394186
Assets per client$1.5M$1.3M$2.4M
Clients per advisor1629947
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since202220182012 or earlier
Tools in their stack113
People on Advicer.bio544

From each firm's latest Form ADV (Aug 2026, Feb 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 FinancialTimonier
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
WixUses it––

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