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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 Benzer Capital (swap one in):+ Grace Capital Management, LLC $108.7M · Austin, TX+ Haven Financial Advisors $108M · Austin, TX+ Auxi Asset Management, LLC $97.3M · Danville, CA+ Conscientia Family Office, LLC $97.3M · Miami, FL
Missouri City, TX
Flower Mound, TX
Grapevine, TX
Assets under management$102.5M$108.5M$96.9M
Asset growth, last 2 years––+0%
Advisory staff113
Individual clients8753232
Assets per client$1.2M$2M$418K
Clients per advisor875377
Main custodian––Equity Trust Company
Filing with the SEC since202620262023
Tools in their stack3–2
People on Advicer.bio122

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

ToolBenzer Capital323 Wealth Management, LLCBox Financial Advisors, LLC
401(k) Implementation
VestwellUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Benzer Capital: none listed · 323 Wealth Management, LLC: none listed · Box Financial Advisors, LLC: Equity Trust Company