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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
Miami, FL
Assets under management$386.6M$407.9M$406.2M
Asset growth, last 2 years+47%+161%+286%
Advisory staff359
Individual clients485002,951
Assets per client$8.1M$816K$138K
Clients per advisor16100328
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120222023
Tools in their stack212
People on Advicer.bio2517

From each firm's latest Form ADV (Mar 2026, Oct 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 AssetGuerra Wealth Advisors
Client File Sharing
ShareFile––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

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