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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):+ Black Barn Financial, LLC $164.6M · Austin, TX+ 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
Baltimore, MD
Assets under management$155.4M$164.7M$163.4M
Asset growth, last 2 years+72%–+31%
Advisory staff234
Individual clients14614066
Assets per client$1.1M$1.2M$2.5M
Clients per advisor734717
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242021
Tools in their stack241
People on Advicer.bio233

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

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 LLCFoundry Wealth Advisors, LLC
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Cam Investor Solutions: Schwab · Womack Financial LLC: Schwab · Foundry Wealth Advisors, LLC: Schwab