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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 Cam Investor Solutions (swap one in):+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD+ Bell City Wealth, Inc. $163.3M · Hillsboro, OH+ Chung Wu Investment Group, LLC $147.5M · Sugar Land, TX+ Money Managers, Inc. $146.6M · San Antonio, TX
Austin, TX
Dallas, TX
Austin, TX
Assets under management$155.4M$164.7M$164.6M
Asset growth, last 2 years+72%––
Advisory staff234
Individual clients146140152
Assets per client$1.1M$1.2M$1.1M
Clients per advisor734738
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242024
Tools in their stack243
People on Advicer.bio235

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

ToolCam Investor SolutionsWomack Financial LLCBlack Barn Financial, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
MailchimpUses it–Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Portfolio Management
Blueleaf––Uses it

Custodians on Form ADV: Cam Investor Solutions: Schwab · Womack Financial LLC: Schwab · Black Barn Financial, LLC: Schwab