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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+ Dean, Jacobson Financial Services $519.4M · Fort Worth, TX
Hoover, AL
Edmonds, WA
Janesville, WI
Assets under management$547.5M$575.1M$519.6M
Asset growth, last 2 years+54%+35%+45%
Advisory staff1343
Individual clients1,090675589
Assets per client$502K$852K$882K
Clients per advisor84169196
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820192017
Tools in their stack–4–
People on Advicer.bio1444

From each firm's latest Form ADV (Aug 2026, Jan 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, LLCUncommon Cents Investing
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Truewealth Advisors, LLC: Schwab · Sage Advisors, LLC: Fidelity · Uncommon Cents Investing: Schwab