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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 Broxton Capital Advisors (swap one in):+ Esh Wealth Management LLC $30.5M+ Oaks Wealth Management $30.4M · Houston, TX+ Cranston Capital Management, LLC $27.5M+ Mulberry Capital Management $27.5M
Old San Juan, PR
Assets under management$29M$30.4M$30.5M
Asset growth, last 2 years−63%––
Advisory staff211
Individual clients562610
Assets per client$518K$1.2M$3M
Clients per advisor282610
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1–2
People on Advicer.bio211

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

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.

ToolBroxton Capital AdvisorsTrew Advisors, LLCAmplio Wealth
Website Builders
Squarespace––Uses it
WixUses it––
Custodial Platform
Charles Schwab––Uses it