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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 Castleview Partners, LLC (swap one in):+ Burford Brothers, Inc. $440.2M · Dallas, TX+ Schulz Wealth, LTD. $438.1M · Mansfield, TX+ Lesjak Planning, LLC $396M · Westlake, OH+ Cargile Investment Management $394.6M · Midland, TX
Dallas, TX
Houston, TX
Guilford, CT
Assets under management$416.9M$439.4M$396M
Asset growth, last 2 years+54%+34%+3%
Advisory staff1279
Individual clients592188273
Assets per client$704K$2.3M$1.5M
Clients per advisor492730
Main custodianFidelity–Schwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio1379

From each firm's latest Form ADV (May 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.

ToolCastleview Partners, LLCBranson Fowlkes & Co IncDiastole Wealth Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Castleview Partners, LLC: Fidelity, Schwab, RBC · Branson Fowlkes & Co Inc: none listed · Diastole Wealth Management: Schwab