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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
Louisville, CO
Assets under management$321.7M$338.4M$305.6M
Asset growth, last 2 years+65%+13%+55%
Advisory staff546
Individual clients178378508
Assets per client$1.8M$895K$602K
Clients per advisor369585
Main custodianSchwabSchwabSEI
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack3–3
People on Advicer.bio566

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 ManagementVarra Financial
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
SEI––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Truenorth Wealth Advisors: Schwab · Comprehensive Wealth Management: Schwab · Varra Financial: SEI, LPL Financial