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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):+ Revisor Wealth Management LLC $2.53B · Akron, OH+ Arcus Capital Partners, LLC $2.51B · Atlanta, GA+ Sather Financial Group, Inc. $2.27B · Victoria, TX+ Kiley Juergens Wealth Management, LLC $2.2B · Olympia, WA
Bellevue, WA
Greenville, SC
Newburgh, NY
Assets under management$2.39B$2.53B$2.27B
Asset growth, last 2 years+32%+106%+92%
Advisory staff15458
Individual clients5038,7442,163
Assets per client$4.8M$289K$1M
Clients per advisor34194270
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920162012 or earlier
Tools in their stack2––
People on Advicer.bio154911

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 AllianceFocused Wealth Management, Inc.
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Tschetter Group: Schwab · The Fiduciary Alliance: Schwab, Fidelity · Focused Wealth Management, Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC