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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 Branson Fowlkes & Co Inc (swap one in):+ Reyl Overseas LTD. $461.6M · Zürich+ Gainplan LLC $461.6M · Bloomfield Hills, MI+ Castleview Partners, LLC $416.9M · Dallas, TX+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL
Houston, TX
Houston, TX
Assets under management$439.4M$465.3M$417.2M
Asset growth, last 2 years+34%+120%+17%
Advisory staff753
Individual clients1888664
Assets per client$2.3M$5.4M$6.5M
Clients per advisor271721
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20232015
Tools in their stack––1
People on Advicer.bio753

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.

ToolBranson Fowlkes & Co IncBrownlee Wealth ManagementCedar Wealth Management
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Branson Fowlkes & Co Inc: none listed · Brownlee Wealth Management: Fidelity · Cedar Wealth Management: Schwab, Fidelity