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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 Centric Advisors, LLC (swap one in):+ Bischoff Wealth Management Group, LLC $222M · Greenwood, IN+ Sincerus Advisory $222M+ Planning Works Advisory, Inc. $199.8M · Austin, TX+ Pingora Partners LLC $199.4M · Dallas, TX
Cypress, TX
Amarillo, TX
Sugar Land, TX
Assets under management$211.3M$223M$222.4M
Asset growth, last 2 years+19%+42%+106%
Advisory staff7221
Individual clients9131321,437
Assets per client$231K$1.7M$155K
Clients per advisor1306668
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120202020
Tools in their stack1–1
People on Advicer.bio5213

From each firm's latest Form ADV (Apr 2026, Feb 2026, Aug 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.

ToolCentric Advisors, LLCSpring Capital ManagementRwm Capital, LLC
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Centric Advisors, LLC: Fidelity, Schwab · Spring Capital Management: Schwab · Rwm Capital, LLC: Schwab