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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):+ Herndon Plant Oakley LTD $155.4M · Corpus Christi, TX+ S&S Wealth Management $153.8M · Grand Prairie, TX+ Integra Financial, Inc. $139M · Greenwood Village, CO+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
Austin, TX
Austin, TX
Dallas, TX
Assets under management$146.3M$155.4M$138.6M
Asset growth, last 2 years+13%+72%+765%
Advisory staff526
Individual clients208146259
Assets per client$703K$1.1M$535K
Clients per advisor427343
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack12–
People on Advicer.bio525

From each firm's latest Form ADV (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

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 SolutionsTkc Wealth Management LLC
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 · Tkc Wealth Management LLC: none listed