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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):+ Members Advisory Group, LLC $443.2M · Williamsville, NY+ Greykasell Wealth Strategies, Inc. $443.2M · Danville, CA+ Burns Matteson Capital Management, LLC $400.4M · Corning, NY+ Goodwin Investment Advisory $397M · Woodstock, GA
Cumming, GA
Atlanta, GA
Minneapolis, MN
Assets under management$421.7M$444M$442.9M
Asset growth, last 2 years+75%+106%+17%
Advisory staff434
Individual clients820163211
Assets per client$514K$2.7M$2.1M
Clients per advisor2055453
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920212012 or earlier
Tools in their stack44–
People on Advicer.bio423

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jun 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, LLCUlland Investment Advisors, LLC
Custodial Platform
Charles SchwabUses itUses it–
AltruistUses it––
Interactive Brokers–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses 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 · Ulland Investment Advisors, LLC: Schwab