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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):+ The Bollard Group LLC $6.72B · Boston, MA+ Confluence Investment Management LLC $6.72B · Saint Louis, MO+ Tfo Wealth Partners $5.66B · Maumee, OH+ Stratos Wealth Advisors LLC $5.57B · Beachwood, OH
Cincinnati, OH
Beachwood, OH
Greenbrae, CA
Assets under management$6.39B$7.72B$6.02B
Asset growth, last 2 years+30%+110%+13%
Advisory staff37959
Individual clients1,86715,7871,492
Assets per client$3.4M$489K$4M
Clients per advisor50166166
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack22–
People on Advicer.bio401206

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.OnesevenKcm Investment Advisors
CRM
Envestnet TamaracUses 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 · Kcm Investment Advisors: Schwab