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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 Ascentis Independent Advisors, LLC (swap one in):+ Forum Finance $2.21B · Geneva+ Kiley Juergens Wealth Management, LLC $2.2B · Olympia, WA+ Balefire, LLC $1.99B · Dallas, TX+ Cfo4life $1.94B · Coppell, TX
Dallas, TX
Victoria, TX
Austin, TX
Assets under management$2.09B$2.27B$2.26B
Asset growth, last 2 years+182%+31%+74%
Advisory staff39944
Individual clients2,6904482,609
Assets per client$779K$5.1M$867K
Clients per advisor695059
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio55957

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

ToolAscentis Independent Advisors, LLCSather Financial Group, Inc.Waterloo Capital
Email & Office Suites
Microsoft 365–Uses it–

Custodians on Form ADV: Ascentis Independent Advisors, LLC: Raymond James, Schwab · Sather Financial Group, Inc.: Schwab · Waterloo Capital: Schwab, Fidelity