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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 Burford Brothers, Inc. (swap one in):+ Tidemark, LLC $462.5M · San Diego, CA+ Envision Financial Planning, LLC $462.5M · Memphis, TN+ Fruth Investment Management $417.8M · Houston, TX+ Castleview Partners, LLC $416.9M · Dallas, TX
Dallas, TX
Houston, TX
Oakhurst, CA
Assets under management$440.2M$465.3M$462.3M
Asset growth, last 2 years+47%+120%+38%
Advisory staff351
Individual clients22286849
Assets per client$2M$5.4M$544K
Clients per advisor7417849
Main custodianSchwabFidelitySchwab
Filing with the SEC since201920232012 or earlier
Tools in their stack2–2
People on Advicer.bio751

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

ToolBurford Brothers, Inc.Brownlee Wealth ManagementSierra Asset Management
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Burford Brothers, Inc.: Schwab · Brownlee Wealth Management: Fidelity · Sierra Asset Management: Schwab