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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+ Arista Wealth Management, LLC $1.2B · Las Vegas, NV+ Columbia Asset Management, L.l.c. $1.2B · Ann Arbor, MI
Salt Lake City, UT
Arlington, VA
Assets under management$1.27B$1.33B$1.33B
Asset growth, last 2 years+24%+25%+58%
Advisory staff10179
Individual clients843558256
Assets per client$1.5M$2.4M$5.2M
Clients per advisor843328
Main custodianSEISchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack121
People on Advicer.bio112311

From each firm's latest Form ADV (Aug 2026, Oct 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, LLCGeometric Wealth Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Truenorth Wealth: SEI, Ascensus Broker Dealer Services, LLC · Evermay Wealth Management, LLC: Schwab · Geometric Wealth Advisors, LLC: Schwab