Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Amicus Financial Advisors, LLC (swap one in):+ Ias Wealth Management, Inc. $588.5M · The Woodlands, TX+ Kdk Private Wealth Management $584.6M · Houston, TX+ Trinity Legacy Partners, LLC $521.2M · Houston, TX+ Dean, Jacobson Financial Services $519.4M · Fort Worth, TX
Lubbock, TX
Dallas, TX
Houston, TX
Assets under management$550.9M$581M$580.5M
Asset growth, last 2 years+26%+23%+78%
Advisory staff19316
Individual clients74817872
Assets per client$737K$3.3M$8.1M
Clients per advisor39595
Main custodianSchwabHilltop Securities Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack5–4
People on Advicer.bio19323

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

ToolAmicus Financial Advisors, LLCRtw Financial Advisors IncMosaic Advisors
Financial Planning
eMoneyUses it––
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)Uses it––
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Amicus Financial Advisors, LLC: Schwab · Rtw Financial Advisors Inc: Hilltop Securities Inc. · Mosaic Advisors: Schwab