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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 Trustmont Advisory Group, Inc. (swap one in):+ Tower Bridge Advisors $1.49B · West Conshohocken, PA+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX+ Valley National Advisers Inc $1.31B · Bethlehem, PA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Greensburg, PA
Williamsport, PA
Wayne, PA
Assets under management$1.4B$1.5B$1.52B
Asset growth, last 2 years+52%+284%+131%
Advisory staff604319
Individual clients4,3222,9142,504
Assets per client$323K$515K$605K
Clients per advisor7268132
Main custodian–FidelityRaymond James
Filing with the SEC since2012 or earlier20182018
Tools in their stack13–
People on Advicer.bio664720

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

ToolTrustmont Advisory Group, Inc.Kintra Wealth, LLCAlden Capital
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Trustmont Advisory Group, Inc.: none listed · Kintra Wealth, LLC: Fidelity · Alden Capital: Raymond James