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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 Trumix Advisors (swap one in):+ Ajf Capital Management, Inc. $178.5M · New York, NY+ Core Financial Advisors $178.5M · San Bernardino, CA+ Laguna Wealth Advisors, LLC $161.2M+ Tfs Advisors, LLC $161.2M · Edmonds, WA
Bloomington, MN
St. Paul, MN
Menlo Park, CA
Assets under management$169.9M$179.7M$161.3M
Asset growth, last 2 years+51%+55%+10%
Advisory staff343
Individual clients17020359
Assets per client$1000K$885K$2.7M
Clients per advisor575120
Main custodianSchwabPershingSchwab
Filing with the SEC since202420222012 or earlier
Tools in their stack–12
People on Advicer.bio341

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

ToolTrumix AdvisorsWinter & Associates, Inc.Clearpath Capital Partners LLC
Client File Sharing
Egnyte––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Trumix Advisors: Schwab · Winter & Associates, Inc.: Pershing, Schwab, SEI · Clearpath Capital Partners LLC: Schwab