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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 Truewealth Advisors, LLC (swap one in):+ Rezny Wealth Management, Inc. $576M · Fort Myers, FL+ Keidan Financial Consultants LLC $574.9M · Columbus, OH+ Zuraw Financial Advisors, LLC $519.9M · Greensboro, NC+ Uncommon Cents Investing $519.6M · Janesville, WI
Hoover, AL
Edmonds, WA
Fort Worth, TX
Assets under management$547.5M$575.1M$519.4M
Asset growth, last 2 years+54%+35%+27%
Advisory staff1347
Individual clients1,090675532
Assets per client$502K$852K$976K
Clients per advisor8416976
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201820192012 or earlier
Tools in their stack–41
People on Advicer.bio1446

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

ToolTruewealth Advisors, LLCSage Advisors, LLCDean, Jacobson Financial Services
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Truewealth Advisors, LLC: Schwab · Sage Advisors, LLC: Fidelity · Dean, Jacobson Financial Services: LPL Financial