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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 Truedge Asset Management LLC (swap one in):+ Iridescent Capital Management $297K+ Marshall Financial $295K+ York Wealth Management, LLC $267K+ Peoples Savings Wealth Management LLC $265K · Hermann, MO
Indianapolis, IN
Oscoda, MI
Assets under management$281K$296K$266K
Asset growth, last 2 years–––
Advisory staff111
Individual clients065
Assets per client–$49K$53K
Clients per advisor–65
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack133
People on Advicer.bio311

From each firm's latest Form ADV (Dec 2024, 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.

ToolTruedge Asset Management LLCLock Wealth ManagementBrookwood Financial Services
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Custodial Platform
Altruist––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix––Uses it