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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 Brazos Capital (swap one in):+ 323 Wealth Management, LLC $108.5M · Flower Mound, TX+ Carrington Advisors, LLC $107.7M · Dallas, TX+ Auxi Asset Management, LLC $97.3M · Danville, CA+ Conscientia Family Office, LLC $97.3M · Miami, FL
Austin, TX
Austin, TX
Grapevine, TX
Assets under management$102.5M$108M$96.9M
Asset growth, last 2 years−12%–+0%
Advisory staff213
Individual clients3248232
Assets per client$3.2M$2.3M$418K
Clients per advisor164877
Main custodianSchwab–Equity Trust Company
Filing with the SEC since201720262023
Tools in their stack212
People on Advicer.bio112

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

ToolBrazos CapitalHaven Financial AdvisorsBox Financial Advisors, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Brazos Capital: Schwab · Haven Financial Advisors: none listed · Box Financial Advisors, LLC: Equity Trust Company