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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 Assetbuilder, Inc. (swap one in):+ Probity Advisors, Inc. $859.4M · Dallas, TX+ Radnor Capital Management, LLC $854.8M · Wayne, PA+ Hourglass Capital, LLC $768.9M · Houston, TX+ Paratus Financial, Inc. $757.4M · Dallas, TX
Allen, TX
Austin, TX
Bethlehem, PA
Assets under management$812.7M$871.4M$771.6M
Asset growth, last 2 years+18%+30%+58%
Advisory staff759
Individual clients7144623,273
Assets per client$1.1M$1.9M$236K
Clients per advisor10292364
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack321
People on Advicer.bio958

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

ToolAssetbuilder, Inc.Alpha Capital ManagementMtm Financial Group, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
Envestnet Tamarac–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Assetbuilder, Inc.: none listed · Alpha Capital Management: Schwab, Fidelity · Mtm Financial Group, LLC: Schwab