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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 323 Wealth Management, LLC (swap one in):+ Goodstein Wealth Management LLC $114.2M · Encino, CA+ Ryan Poage & Co. $114.2M · Kansas City, MO+ Stranberg Capital LLC $103M · Southlake, TX+ Benzer Capital $102.5M · Missouri City, TX
Flower Mound, TX
Phoenix, AZ
Assets under management$108.5M$114.1M$114M
Asset growth, last 2 years–−15%−8%
Advisory staff112
Individual clients534891
Assets per client$2M$2.4M$1.3M
Clients per advisor534846
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio2–1

From each firm's latest Form ADV (Mar 2026, Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: 323 Wealth Management, LLC: none listed · Richard G. Slater: Schwab · Alpha Fiduciary: Schwab