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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 994 Group (swap one in):+ Texas Family Wealth, LLC $257M · Friendswood, TX+ Red Spruce Capital, LLC $256.9M · Berwyn, PA+ Svrn Asset Management, LLC $231.5M · Austin, TX+ Vann Equity Management LLC $231.2M · Plano, TX
Austin, TX
Plano, TX
Sandy, UT
Assets under management$244.7M$258.5M$257M
Asset growth, last 2 years+128%–+78%
Advisory staff2312
Individual clients204226881
Assets per client$1.2M$1.1M$292K
Clients per advisor1027573
Main custodianSchwab–Fidelity
Filing with the SEC since202320242021
Tools in their stack214
People on Advicer.bio2313

From each firm's latest Form ADV (Feb 2026, Aug 2026, Apr 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.

Tool994 GroupRedwood Family Wealth LLCNew Millennium Group
Custodial Platform
Charles SchwabUses it––
Raymond James–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: 994 Group: Schwab · Redwood Family Wealth LLC: none listed · New Millennium Group: Fidelity