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 Truehaven Capital (swap one in):+ Kadisak Financial Services, Inc. $65.5M · Naperville, IL+ Mangolds Investment Advisors Inc. $65.4M · Lancaster, PA+ Awm Global Advisors $59.2M · San Diego, CA+ Clearview Investments, LLC $59.1M · Jenison, MI
Franklin, TN
Durham, NC
Columbus, OH
Assets under management$62.3M$65.5M$59.1M
Asset growth, last 2 years−38%––
Advisory staff212
Individual clients1911486
Assets per client$3.3M$574K$687K
Clients per advisor1011443
Main custodianInteractive Brokers––
Filing with the SEC since202420262026
Tools in their stack311
People on Advicer.bio212

From each firm's latest Form ADV (Oct 2026, 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.

ToolTruehaven CapitalCenter Peak FinancialPowers Capital Management, LLC
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Truehaven Capital: Interactive Brokers, Schwab · Center Peak Financial: none listed · Powers Capital Management, LLC: none listed