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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 Centennial Advisors, LLC (swap one in):+ Dean Wealth Partners, LLC $249.8M · Austin, TX+ E. Batoff & Co., Inc. $249.2M · Tampa, FL+ Principia Wealth Advisory, LLC $225M · Dallas, TX+ Capital Advisory Group, Inc. $224.9M · Dallas, TX
Austin, TX
Fort Worth, TX
Robinson, IL
Assets under management$237.3M$250.8M$249.3M
Asset growth, last 2 years+100%+35%+30%
Advisory staff923
Individual clients456194280
Assets per client$520K$1.3M$890K
Clients per advisor519793
Main custodianFidelitySchwabRaymond James
Filing with the SEC since202120172017
Tools in their stack1––
People on Advicer.bio1013

From each firm's latest Form ADV (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.

ToolCentennial Advisors, LLCStyre WealthPrairie Rivers Investments, LLC
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Centennial Advisors, LLC: Fidelity, Schwab · Styre Wealth: Schwab · Prairie Rivers Investments, LLC: Raymond James