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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+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO+ Granite Financial Group $186.2M · Brookfield, WI+ Boon Capital Advisors LLC $185M · Northbrook, IL
Lake Zurich, IL
Frankfort, IL
Orchard, NY
Assets under management$196.1M$207.5M$186.2M
Asset growth, last 2 years+31%+54%+26%
Advisory staff144
Individual clients128288299
Assets per client$1.5M$720K$623K
Clients per advisor1287275
Main custodianFidelitySchwabRaymond James
Filing with the SEC since2012 or earlier20232015
Tools in their stack–––
People on Advicer.bio144

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Trueman Brown: Fidelity · Prairieview Wealth & Tax Advisors: Schwab · Winthrop Partners - Wny, LLC: Raymond James