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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 Tweddell Goldberg Investment Management (swap one in):+ Main Avenue Financial Services, LLC $101.9M · Beaverton, OR+ Shankland Financial Advisors, LLC $101.8M+ Iwc Asset Management LLC $92.1M+ Murphy Investment Advisors, Inc. $92M · Pasadena, CA
Gig Harbor, WA
Assets under management$96.9M$101.8M$101.8M
Asset growth, last 2 years−20%––
Advisory staff212
Individual clients11335132
Assets per client$858K$2.9M$771K
Clients per advisor573566
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––1
People on Advicer.bio212

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

ToolTweddell Goldberg Investment ManagementFaire Capital GroupClear Wealth Management
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tweddell Goldberg Investment Management: Schwab · Faire Capital Group: none listed · Clear Wealth Management: none listed