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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+ Premier Estate Planners, LLC $226.9M · Clinton Township, MI+ Naples Wealth Planning $226.9M · Bonita Springs, FL
Indianapolis, IN
Campbell, CA
Oklahoma City, OK
Assets under management$238.9M$251M$251M
Asset growth, last 2 years+45%+86%+58%
Advisory staff332
Individual clients16385388
Assets per client$1.5M$3M$647K
Clients per advisor5428194
Main custodianFidelitySchwabAltruist
Filing with the SEC since202020232022
Tools in their stack112
People on Advicer.bio432

From each firm's latest Form ADV (Mar 2026, May 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.Windle Wealth
CRM
HubSpot–Uses it–
Custodial Platform
Altruist––Uses it
Tax Planning
Wealth.com––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Trust Investment Advisors: Fidelity · Seek First Inc.: Schwab · Windle Wealth: Altruist, Schwab