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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):+ New Millennium Group $257M · Sandy, UT+ Texas Family Wealth, LLC $257M · Friendswood, TX+ Svrn Asset Management, LLC $231.5M · Austin, TX+ Vann Equity Management LLC $231.2M · Plano, TX
Austin, TX
Plano, TX
Berwyn, PA
Assets under management$244.7M$258.5M$256.9M
Asset growth, last 2 years+128%–+28%
Advisory staff234
Individual clients204226143
Assets per client$1.2M$1.1M$1.8M
Clients per advisor1027536
Main custodianSchwab–Altruist
Filing with the SEC since202320242018
Tools in their stack21–
People on Advicer.bio234

From each firm's latest Form ADV (Feb 2026, Aug 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 LLCRed Spruce Capital, LLC
Custodial Platform
Charles SchwabUses it––
Raymond James–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: 994 Group: Schwab · Redwood Family Wealth LLC: none listed · Red Spruce Capital, LLC: Altruist