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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+ Clearpath Capital Partners LLC $161.3M · Menlo Park, CA+ Laguna Wealth Advisors, LLC $161.2M
Bloomington, MN
St. Paul, MN
Edmonds, WA
Assets under management$169.9M$179.7M$161.2M
Asset growth, last 2 years+51%+55%+33%
Advisory staff342
Individual clients170203151
Assets per client$1000K$885K$1.1M
Clients per advisor575176
Main custodianSchwabPershingPershing
Filing with the SEC since202420222021
Tools in their stack–15
People on Advicer.bio342

From each firm's latest Form ADV (Mar 2026, Oct 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.Tfs Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Cash Management/Budgeting
Flourish––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly––Uses it

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