Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Clearpath Capital Partners LLC $161.3M · Menlo Park, CA+ Laguna Wealth Advisors, LLC $161.2M
Bloomington, MN
St. Paul, MN
Irvine, CA
Assets under management$169.9M$179.7M$178.5M
Asset growth, last 2 years+51%+55%+23%
Advisory staff342
Individual clients170203339
Assets per client$1000K$885K$527K
Clients per advisor5751170
Main custodianSchwabPershingSchwab
Filing with the SEC since202420222021
Tools in their stack–13
People on Advicer.bio342

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

ToolTrumix AdvisorsWinter & Associates, Inc.Clearview Wealth Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Trumix Advisors: Schwab · Winter & Associates, Inc.: Pershing, Schwab, SEI · Clearview Wealth Management: Schwab