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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 Tvamp, LLC (swap one in):+ Paul Winkler, Inc. $1.28B · Goodlettsville, TN+ Td Capital Management LLC $1.24B · Memphis, TN+ Sharkey Howes & Javer Inc $1.13B · Denver, CO+ Aviance Capital Partners LLC $1.13B · Naples, FL
Knoxville, TN
Franklin, TN
Holland, MI
Assets under management$1.19B$1.27B$1.13B
Asset growth, last 2 years+75%+89%+29%
Advisory staff241718
Individual clients2,5162,0642,438
Assets per client$471K$615K$462K
Clients per advisor105121135
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since201520152012 or earlier
Tools in their stack43–
People on Advicer.bio251917

From each firm's latest Form ADV (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.

ToolTvamp, LLCBeacon Capital Management, LLCLvz, Inc.
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)Uses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Tvamp, LLC: LPL Financial, Schwab · Beacon Capital Management, LLC: Schwab · Lvz, Inc.: Fidelity