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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 Artham Advisors (swap one in):+ Iq Capital Strategy LLC $22.6M+ Rudwall Wealth Management LLC $22.6M+ Koda Wealth Management $20.4M · Abilene, TX+ Rufus Hayes Asset Management, LLC $20.3M · New Braunfels, TX
Dallas, TX
Dallas, TX
Portsmouth, NH
Assets under management$21.5M$22.8M$22.6M
Asset growth, last 2 years–––
Advisory staff221
Individual clients2619116
Assets per client$828K$1.2M$195K
Clients per advisor1310116
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–1
People on Advicer.bio221

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

ToolArtham AdvisorsFondren Oaks Capital ManagementPatriot Advisory Group
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
Charles Schwab––Uses it
Website Builders
WixUses it––