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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 Trust Investment Advisors (swap one in):+ M Premier Partners $251M · Indian Wells, CA+ Blodgett Wealth Advisors, LLC $250.9M+ Naples Wealth Planning $226.9M · Bonita Springs, FL+ Arrien Investments, Inc. $226.6M · Boise, ID
Indianapolis, IN
Campbell, CA
Clinton Township, MI
Assets under management$238.9M$251M$226.9M
Asset growth, last 2 years+45%+86%+22%
Advisory staff332
Individual clients16385584
Assets per client$1.5M$3M$389K
Clients per advisor5428292
Main custodianFidelitySchwabAxos Clearing
Filing with the SEC since202020232012 or earlier
Tools in their stack11–
People on Advicer.bio432

From each firm's latest Form ADV (Mar 2026, May 2026, Feb 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.Premier Estate Planners, LLC
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Trust Investment Advisors: Fidelity · Seek First Inc.: Schwab · Premier Estate Planners, LLC: Axos Clearing, Schwab