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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):+ Ryan Poage & Co. $114.2M · Kansas City, MO+ Alpha Fiduciary $114M · Phoenix, AZ+ Stranberg Capital LLC $103M · Southlake, TX+ Brazos Capital $102.5M · Austin, TX
Flower Mound, TX
Missouri City, TX
Assets under management$108.5M$114.1M$102.5M
Asset growth, last 2 years–−15%–
Advisory staff111
Individual clients534887
Assets per client$2M$2.4M$1.2M
Clients per advisor534887
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack––3
People on Advicer.bio2–1

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

Tool323 Wealth Management, LLCRichard G. SlaterBenzer Capital
401(k) Implementation
Vestwell––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

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