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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 Ankerstar Wealth, LLC (swap one in):+ Arta Finance $153.4M · Mountain View, CA+ Paragon Wealth Management $153.4M · Provo, UT+ Tkc Wealth Management LLC $138.6M · Dallas, TX+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
Leander, TX
Grand Prairie, TX
Austin, TX
Assets under management$146.1M$153.8M$155.4M
Asset growth, last 2 years–+21%+72%
Advisory staff632
Individual clients309315146
Assets per client$473K$488K$1.1M
Clients per advisor5210573
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2016
Tools in their stack3–2
People on Advicer.bio642

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

ToolAnkerstar Wealth, LLCS&S Wealth ManagementCam Investor Solutions
Digital Marketing
Mailchimp––Uses it
WealthReachUses it––
Client File Sharing
BoxUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ankerstar Wealth, LLC: Schwab · S&S Wealth Management: Schwab · Cam Investor Solutions: Schwab