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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):+ Cam Investor Solutions $155.4M · Austin, TX+ Arta Finance $153.4M · Mountain View, CA+ Tkc Wealth Management LLC $138.6M · Dallas, TX+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
Leander, TX
Grand Prairie, TX
Provo, UT
Assets under management$146.1M$153.8M$153.4M
Asset growth, last 2 years–+21%+12%
Advisory staff633
Individual clients309315180
Assets per client$473K$488K$852K
Clients per advisor5210560
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio643

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 ManagementParagon Wealth Management
Client File Sharing
BoxUses it––
Digital Marketing
WealthReachUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ankerstar Wealth, LLC: Schwab · S&S Wealth Management: Schwab · Paragon Wealth Management: Schwab