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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 Birdrock Wealth (swap one in):+ Live Oak Wealth Advisory Group, LLC $155.5M · Houston, TX+ Herndon Plant Oakley LTD $155.4M · Corpus Christi, TX+ Tkc Wealth Management LLC $138.6M · Dallas, TX+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
Austin, TX
Austin, TX
Grand Prairie, TX
Assets under management$146.3M$155.4M$153.8M
Asset growth, last 2 years+13%+72%+21%
Advisory staff523
Individual clients208146315
Assets per client$703K$1.1M$488K
Clients per advisor4273105
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack12–
People on Advicer.bio524

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

ToolBirdrock WealthCam Investor SolutionsS&S Wealth Management
CRM
LeadCenter.AIUses it––
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Birdrock Wealth: Schwab · Cam Investor Solutions: Schwab · S&S Wealth Management: Schwab