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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+ 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
Friendswood, TX
Assets under management$244.7M$258.5M$257M
Asset growth, last 2 years+128%–+20%
Advisory staff233
Individual clients2042261,072
Assets per client$1.2M$1.1M$240K
Clients per advisor10275357
Main custodianSchwab–Raymond James
Filing with the SEC since202320242023
Tools in their stack211
People on Advicer.bio233

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

Tool994 GroupRedwood Family Wealth LLCTexas Family Wealth, LLC
Custodial Platform
Charles SchwabUses it––
Raymond James–Uses it–
Financial Planning
eMoneyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: 994 Group: Schwab · Redwood Family Wealth LLC: none listed · Texas Family Wealth, LLC: Raymond James