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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 Childress Capital Advisors, LLC (swap one in):+ Managed Asset Portfolios, LLC $1.27B · Rochester, MI+ Truenorth Wealth $1.27B · Salt Lake City, UT+ Oak Harvest Investment Services $1.14B · Houston, TX+ Insight Wealth Partners $1.12B · Plano, TX
Houston, TX
Westlake, TX
Dallas, TX
Assets under management$1.21B$1.29B$1.3B
Asset growth, last 2 years+62%+47%+38%
Advisory staff3148
Individual clients1289751,052
Assets per client$9.4M$1.3M$1.2M
Clients per advisor4370132
Main custodianFidelityPershingSchwab
Filing with the SEC since202020152012 or earlier
Tools in their stack1–4
People on Advicer.bio4218

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

ToolChildress Capital Advisors, LLCMeristead Wealth, LLCBeacon Financial Group
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
NDEX––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Childress Capital Advisors, LLC: Fidelity · Meristead Wealth, LLC: Pershing · Beacon Financial Group: Schwab, Fidelity