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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 Advisors (swap one in):+ Commerce Advisors, LLC $337.9M · Memphis, TN+ Uwharrie Investment Advisors, Inc. $337.8M · Albemarle, NC+ Winans Investments $305.6M · Las Vegas, NV+ West Invest $304.5M · Bellingham, WA
Seattle, WA
Lynnwood, WA
Boulder, CO
Assets under management$321.7M$338.4M$337.9M
Asset growth, last 2 years+65%+13%+37%
Advisory staff542
Individual clients178378174
Assets per client$1.8M$895K$1.9M
Clients per advisor369587
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–3
People on Advicer.bio562

From each firm's latest Form ADV (Mar 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 Wealth AdvisorsComprehensive Wealth ManagementBoulder Wealth Advisors, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Truenorth Wealth Advisors: Schwab · Comprehensive Wealth Management: Schwab · Boulder Wealth Advisors, LLC: Schwab