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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+ Kcm Investment Advisors $6.02B · Greenbrae, CA+ Tfo Wealth Partners $5.66B · Maumee, OH
Cincinnati, OH
Beachwood, OH
Beachwood, OH
Assets under management$6.39B$7.72B$5.57B
Asset growth, last 2 years+30%+110%+32%
Advisory staff379567
Individual clients1,86715,7874,928
Assets per client$3.4M$489K$1.1M
Clients per advisor5016674
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20162016
Tools in their stack222
People on Advicer.bio4012071

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.

ToolTruepoint, Inc.OnesevenStratos Wealth Advisors LLC
CRM
Envestnet TamaracUses it––
Wealthbox––Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Truepoint, Inc.: Fidelity · Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing · Stratos Wealth Advisors LLC: Fidelity, Schwab