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 Truvista Advisors LLC (swap one in):+ Kaizen Wealth Management, LLC $68.5M · Charleston, SC+ Granite Wealth Management LLC $68.5M · Plymouth, MA+ Integrity Wealth Management LLC $61.9M+ Ridinger Wealth Management, LLC $61.7M · Vancouver, WA
Redmond, WA
Birmingham, AL
Assets under management$65.1M$68.4M$68.4M
Asset growth, last 2 years–+10%–
Advisory staff211
Individual clients51564
Assets per client$1.3M$13.7M$1.1M
Clients per advisor26564
Main custodian–Merrill–
Filing with the SEC since20262012 or earlier2026
Tools in their stack1––
People on Advicer.bio2–1

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

ToolTruvista Advisors LLCCapital Formation Advisers LLCAnderson Asset Management
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Truvista Advisors LLC: none listed · Capital Formation Advisers LLC: Merrill, J.P. Morgan, Morgan Stanley · Anderson Asset Management: none listed