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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 49 Financial (swap one in):+ Eclectic Associates, Inc. $1.47B · Fullerton, CA+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA+ Inspire Advisors, LLC $1.33B · Meridian, ID+ Callahan Advisors, LLC $1.33B · Houston, TX
Austin, TX
Dallas, TX
Dallas, TX
Assets under management$1.4B$1.49B$1.3B
Asset growth, last 2 years+148%+25%+38%
Advisory staff12868
Individual clients3,7714151,052
Assets per client$372K$3.6M$1.2M
Clients per advisor2969132
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1–4
People on Advicer.bio14738

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

Tool49 FinancialWallace Capital Management, Inc.Beacon Financial Group
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
NDEX––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: 49 Financial: Schwab · Wallace Capital Management, Inc.: Fidelity, Schwab, Merrill · Beacon Financial Group: Schwab, Fidelity