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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 Tschetter Group (swap one in):+ Garde Capital, Inc. $2.65B · Seattle, WA+ Revisor Wealth Management LLC $2.53B · Akron, OH+ Focused Wealth Management, Inc. $2.27B · Newburgh, NY+ Kiley Juergens Wealth Management, LLC $2.2B · Olympia, WA
Bellevue, WA
Greenville, SC
Atlanta, GA
Assets under management$2.39B$2.53B$2.51B
Asset growth, last 2 years+32%+106%+7%
Advisory staff15455
Individual clients5038,744447
Assets per client$4.8M$289K$5.6M
Clients per advisor3419489
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920162012 or earlier
Tools in their stack2–1
People on Advicer.bio15496

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

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.

ToolTschetter GroupThe Fiduciary AllianceArcus Capital Partners, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Tschetter Group: Schwab · The Fiduciary Alliance: Schwab, Fidelity · Arcus Capital Partners, LLC: Schwab