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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 1836 Asset Management, LLC (swap one in):+ True Financial Group $409M · Cedar Park, TX+ Fifth Force Management $406.9M · Dallas, TX+ M. E. Allison & Co., Inc. $366.4M · San Antonio, TX+ Financial Life Advisors $366.3M · San Antonio, TX
Garland, TX
Allen, TX
Houston, TX
Assets under management$386.6M$407.9M$366.3M
Asset growth, last 2 years+47%+161%+13%
Advisory staff355
Individual clients48500154
Assets per client$8.1M$816K$2.4M
Clients per advisor1610031
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120222012 or earlier
Tools in their stack213
People on Advicer.bio255

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

Tool1836 Asset Management, LLCRevere AssetCamden Wealth Advisors LLC
Client File Sharing
ShareFile––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Performance Reporting
Addepar––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: 1836 Asset Management, LLC: Fidelity · Revere Asset: Schwab · Camden Wealth Advisors LLC: Fidelity