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+ Ruedi Wealth Management, Inc. $498M · Champaign, IL+ M1 Capital Management LLC $450.4M · Troy, MI+ Timonier $450.3M · Winston Salem, NC
Lima, OH
Arden Hills, MN
Holly Hill, FL
Assets under management$474.1M$498M$497.9M
Asset growth, last 2 years+43%+75%+38%
Advisory staff243
Individual clients323394323
Assets per client$1.5M$1.3M$1.5M
Clients per advisor16299108
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since202220182018
Tools in their stack11–
People on Advicer.bio542

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 FinancialXcel Wealth Management, LLC
Digital Marketing
Snappy Kraken–Uses it–
Website Builders
WixUses it––

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