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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):+ Linscomb Wealth, Inc. $5.21B · Houston, TX+ Cain, Watters & Associates, LLC $5.04B · Frisco, TX+ Cwa Asset Management Group $4.51B · Naples, FL+ Texas Capital Bank Private Wealth Advisors $4.19B · Dallas, TX
Houston, TX
Frisco, TX
Dallas, TX
Assets under management$4.76B$5.14B$4.28B
Asset growth, last 2 years+53%+43%+21%
Advisory staff3636
Individual clients1,8662,236101
Assets per client$2.6M$2.3M$42.4M
Clients per advisor5274517
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio4333

From each firm's latest Form ADV (Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Avidian Wealth Solutions: Fidelity, Schwab, Millennium Trust · Tectonic Advisors LLC: Schwab · Turtle Creek Trust: Fidelity