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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):+ Fifth Force Management $406.9M · Dallas, TX+ Guerra Wealth Advisors $406.2M · Miami, FL+ M. E. Allison & Co., Inc. $366.4M · San Antonio, TX+ Financial Life Advisors $366.3M · San Antonio, TX
Garland, TX
Allen, TX
Cedar Park, TX
Assets under management$386.6M$407.9M$409M
Asset growth, last 2 years+47%+161%+57%
Advisory staff352
Individual clients48500667
Assets per client$8.1M$816K$613K
Clients per advisor16100334
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120222017
Tools in their stack212
People on Advicer.bio252

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 AssetTrue Financial Group
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: 1836 Asset Management, LLC: Fidelity · Revere Asset: Schwab · True Financial Group: Schwab