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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 Tuyyo Planning Group (swap one in):+ Saint Louis Investment Advisors Inc $72.2M · Collinsville, IL+ R. Seeger Wealth Management, LTD $72.1M · Lindenhurst, NY+ Beacon Park Capital, LLC $65.3M+ Pinnacle Retirement & Financial Planning $65.2M · San Rafael, CA
Mount Pleasant, SC
Westerville, OH
Assets under management$68.7M$72.1M$72.1M
Asset growth, last 2 years––+133%
Advisory staff224
Individual clients84210252
Assets per client$818K$344K$286K
Clients per advisor4210563
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack35–
People on Advicer.bio224

From each firm's latest Form ADV (Apr 2026, Jan 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.

ToolTuyyo Planning GroupConvergent Financial GroupBuckeye Wealth Management LLC
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles Schwab–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
Wix–Uses it–