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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 Trufp (swap one in):+ Greykasell Wealth Strategies, Inc. $443.2M · Danville, CA+ Ulland Investment Advisors, LLC $442.9M · Minneapolis, MN+ Burns Matteson Capital Management, LLC $400.4M · Corning, NY+ Keyes, Stange & Wooten Wealth Management, LLC $400.1M · Daytona Beach, FL
Cumming, GA
Atlanta, GA
Woodstock, GA
Assets under management$421.7M$444M$397M
Asset growth, last 2 years+75%+106%+49%
Advisory staff436
Individual clients820163397
Assets per client$514K$2.7M$1M
Clients per advisor2055466
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201920212019
Tools in their stack441
People on Advicer.bio428

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolTrufpHamilton Capital Partners, LLCGoodwin Investment Advisory
Custodial Platform
Charles SchwabUses itUses it–
AltruistUses it––
Interactive Brokers–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney––Uses it
Planning Light
AdvyzonUses it––
Tax Planning
ProConnect–Uses it–

Custodians on Form ADV: Trufp: Schwab · Hamilton Capital Partners, LLC: LPL Financial, John Hancock Distributors LLC · Goodwin Investment Advisory: Fidelity