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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 Caviness Wealth Management, LLC (swap one in):+ Hyams Investments, Inc. $62M+ Cws Wealth Partners $62M · Omaha, NE+ Sucre'-Vail Wealth Advisors $55.8M · Houston, TX+ Mueller Wealth Advisors $55.7M · Austin, TX
Dallas, TX
Lakeway, TX
Assets under management$59M$62.2M$62M
Asset growth, last 2 years–––
Advisory staff111
Individual clients1609963
Assets per client$369K$628K$984K
Clients per advisor1609963
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack211
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Oct 2026, Sep 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.

ToolCaviness Wealth Management, LLCRincon Wealth ManagementExhale Wealth
Schedule Apps
Calendly–Uses itUses it
OnceHubUses it––
Custodial Platform
LPL Financial (ClientWorks)Uses it––