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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+ Elgethun Capital Management $1.14B · Sioux Falls, SD+ Oak Harvest Investment Services $1.14B · Houston, TX
Houston, TX
Westlake, TX
Plano, TX
Assets under management$1.21B$1.29B$1.12B
Asset growth, last 2 years+62%+47%+42%
Advisory staff31416
Individual clients128975959
Assets per client$9.4M$1.3M$1.2M
Clients per advisor437060
Main custodianFidelityPershingSchwab
Filing with the SEC since202020152012 or earlier
Tools in their stack1–1
People on Advicer.bio42115

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, LLCInsight Wealth Partners
Performance Reporting
AddeparUses it––
Website Builders
Wix––Uses it

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