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 Trust Investment Advisors (swap one in):+ M Premier Partners $251M · Indian Wells, CA+ Blodgett Wealth Advisors, LLC $250.9M+ Premier Estate Planners, LLC $226.9M · Clinton Township, MI+ Arrien Investments, Inc. $226.6M · Boise, ID
Indianapolis, IN
Campbell, CA
Bonita Springs, FL
Assets under management$238.9M$251M$226.9M
Asset growth, last 2 years+45%+86%–
Advisory staff3310
Individual clients16385225
Assets per client$1.5M$3M$1M
Clients per advisor542823
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020232024
Tools in their stack113
People on Advicer.bio436

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

ToolTrust Investment AdvisorsSeek First Inc.Naples Wealth Planning
CRM
HubSpot–Uses it–
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Trust Investment Advisors: Fidelity · Seek First Inc.: Schwab · Naples Wealth Planning: Schwab