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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 Trusttree Financial LLC (swap one in):+ Langdon Financial Management, Inc. $82M · Springfield, IL+ Tehrani Wealth Management, LLC $82M · Phoenix, AZ+ Thompson Financial LLC $74.1M+ Atlas Wealth Management, LLC $74.1M
Huntersville, NC
Goleta, CA
Sacramento, CA
Assets under management$78M$82M$82M
Asset growth, last 2 years–+64%–
Advisory staff223
Individual clients15028115
Assets per client$520K$2.9M$713K
Clients per advisor751438
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack1––
People on Advicer.bio213

From each firm's latest Form ADV (Mar 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

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.

ToolTrusttree Financial LLCFinancial Vision LLCNix Wealth Management
Schedule Apps
CalendlyUses it––