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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 Cargile Investment Management (swap one in):+ Transce3nd LLC $418.9M · Buda, TX+ Castleview Partners, LLC $416.9M · Dallas, TX+ Strategent Financial, LLC $374.7M · Harrisonburg, VA+ Km Capital Management, LTD. $374.4M · Austin, TX
Midland, TX
Houston, TX
Aventura, FL
Assets under management$394.6M$417.8M$374.8M
Asset growth, last 2 years+37%+8%–
Advisory staff133
Individual clients196172178
Assets per client$2M$2.4M$2.1M
Clients per advisor1965759
Main custodianSchwabSchwabFolio
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–14
People on Advicer.bio333

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

ToolCargile Investment ManagementFruth Investment ManagementAventura Private Wealth, LLC
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Cargile Investment Management: Schwab, Fidelity · Fruth Investment Management: Schwab · Aventura Private Wealth, LLC: Folio, Schwab