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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
Pasadena, CA
Assets under management$6.39B$7.72B$6.75B
Asset growth, last 2 years+30%+110%+50%
Advisory staff3795288
Individual clients1,86715,78710,653
Assets per client$3.4M$489K$633K
Clients per advisor5016637
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack22–
People on Advicer.bio40120222

From each firm's latest Form ADV (Aug 2026, Oct 2026, Sep 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.OnesevenWedbush Securities Inc.
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 · Wedbush Securities Inc.: none listed