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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 Truepoint, Inc. (swap one in):+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ The Bollard Group LLC $6.72B · Boston, MA+ Tfo Wealth Partners $5.66B · Maumee, OH+ Stratos Wealth Advisors LLC $5.57B · Beachwood, OH
Cincinnati, OH
Beachwood, OH
Saint Louis, MO
Assets under management$6.39B$7.72B$6.72B
Asset growth, last 2 years+30%+110%−7%
Advisory staff379525
Individual clients1,86715,78714,486
Assets per client$3.4M$489K$464K
Clients per advisor50166579
Main custodianFidelitySchwabStifel
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack221
People on Advicer.bio401208

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

ToolTruepoint, Inc.OnesevenConfluence Investment Management LLC
CRM
Envestnet TamaracUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Truepoint, Inc.: Fidelity · Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing · Confluence Investment Management LLC: Stifel, Wells Fargo, Robert W. Baird & Co. Incorporated, Pershing