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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 Avidian Wealth Solutions (swap one in):+ True North Advisors, LLC $5.42B · Dallas, TX+ Cain, Watters & Associates, LLC $5.04B · Frisco, TX+ Turtle Creek Trust $4.28B · Dallas, TX+ Texas Capital Bank Private Wealth Advisors $4.19B · Dallas, TX
Houston, TX
Frisco, TX
Houston, TX
Assets under management$4.76B$5.14B$5.21B
Asset growth, last 2 years+53%+43%+22%
Advisory staff36325
Individual clients1,8662,2361,640
Assets per client$2.6M$2.3M$3.2M
Clients per advisor5274566
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio43321

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

ToolAvidian Wealth SolutionsTectonic Advisors LLCLinscomb Wealth, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Avidian Wealth Solutions: Fidelity, Schwab, Millennium Trust · Tectonic Advisors LLC: Schwab · Linscomb Wealth, Inc.: Schwab, Fidelity