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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
Sioux Falls, SD
Assets under management$1.21B$1.29B$1.14B
Asset growth, last 2 years+62%+47%+45%
Advisory staff31410
Individual clients128975294
Assets per client$9.4M$1.3M$3.9M
Clients per advisor437029
Main custodianFidelityPershingSchwab
Filing with the SEC since202020152012 or earlier
Tools in their stack1–3
People on Advicer.bio42110

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, LLCElgethun Capital Management
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
AddeparUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Childress Capital Advisors, LLC: Fidelity · Meristead Wealth, LLC: Pershing · Elgethun Capital Management: Schwab