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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):+ Envision Financial Planning, LLC $462.5M · Memphis, TN+ Sierra Asset Management $462.3M · Oakhurst, CA+ Fruth Investment Management $417.8M · Houston, TX+ Castleview Partners, LLC $416.9M · Dallas, TX
Dallas, TX
Houston, TX
San Diego, CA
Assets under management$440.2M$465.3M$462.5M
Asset growth, last 2 years+47%+120%+85%
Advisory staff358
Individual clients22286849
Assets per client$2M$5.4M$545K
Clients per advisor7417106
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201920232023
Tools in their stack2–2
People on Advicer.bio758

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 ManagementTidemark, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Burford Brothers, Inc.: Schwab · Brownlee Wealth Management: Fidelity · Tidemark, LLC: LPL Financial