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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 Trueman Brown (swap one in):+ Parkview Asset Management, Inc. $206.1M · Oakbrook Terrace, IL+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ Winthrop Partners - Wny, LLC $186.2M · Orchard, NY+ Boon Capital Advisors LLC $185M · Northbrook, IL
Lake Zurich, IL
Frankfort, IL
Colorado Springs, CO
Assets under management$196.1M$207.5M$205.9M
Asset growth, last 2 years+31%+54%+54%
Advisory staff143
Individual clients128288160
Assets per client$1.5M$720K$1.3M
Clients per advisor1287253
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack––4
People on Advicer.bio144

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

ToolTrueman BrownPrairieview Wealth & Tax AdvisorsBauer Wealth Management Inc.
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Retirement Planning
Income Solver––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Trueman Brown: Fidelity · Prairieview Wealth & Tax Advisors: Schwab · Bauer Wealth Management Inc.: Fidelity, First Republic Bank, Millennium Trust