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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 Candor Asset Advisors, LLC (swap one in):+ Bossert Capital LLC $16.7M · Austin, TX+ Financial Pathway LLC $16.6M+ Weisberg Financial Services $15M+ Prestonwood Capital Management, LLC $15M · Plano, TX
Austin, TX
Richardson, TX
Assets under management$15.8M$16.7M$16.6M
Asset growth, last 2 years––+884%
Advisory staff111
Individual clients3614118
Assets per client$440K$1.2M$141K
Clients per advisor3614118
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262019
Tools in their stack4––
People on Advicer.bio111

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

ToolCandor Asset Advisors, LLCSendera Wealth AdvisorsUrsa Financial, LLC
Custodial Platform
Interactive BrokersUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Candor Asset Advisors, LLC: none listed · Sendera Wealth Advisors: none listed · Ursa Financial, LLC: Drivewealth, LLC