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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 Truenorth Wealth (swap one in):+ David Wendell Associates, Inc. $1.33B · Portsmouth, NH+ Fiduciary Financial Advisors $1.33B · Grand Rapids, MI+ Columbia Asset Management, L.l.c. $1.2B · Ann Arbor, MI+ Autumn Lane Advisors, LLC $1.2B · Houston, TX
Salt Lake City, UT
Arlington, VA
Las Vegas, NV
Assets under management$1.27B$1.33B$1.2B
Asset growth, last 2 years+24%+25%+21%
Advisory staff101710
Individual clients843558377
Assets per client$1.5M$2.4M$3.2M
Clients per advisor843338
Main custodianSEISchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack12–
People on Advicer.bio112311

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

ToolTruenorth WealthEvermay Wealth Management, LLCArista Wealth Management, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Truenorth Wealth: SEI, Ascensus Broker Dealer Services, LLC · Evermay Wealth Management, LLC: Schwab · Arista Wealth Management, LLC: Fidelity, Schwab, Pcs Retirement LLC