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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):+ Beacon Financial Group $1.3B · Dallas, TX+ Managed Asset Portfolios, LLC $1.27B · Rochester, MI+ Oak Harvest Investment Services $1.14B · Houston, TX+ Insight Wealth Partners $1.12B · Plano, TX
Houston, TX
Westlake, TX
Salt Lake City, UT
Assets under management$1.21B$1.29B$1.27B
Asset growth, last 2 years+62%+47%+24%
Advisory staff31410
Individual clients128975843
Assets per client$9.4M$1.3M$1.5M
Clients per advisor437084
Main custodianFidelityPershingSEI
Filing with the SEC since202020152012 or earlier
Tools in their stack1–1
People on Advicer.bio42111

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

ToolChildress Capital Advisors, LLCMeristead Wealth, LLCTruenorth Wealth
Performance Reporting
AddeparUses it––
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Childress Capital Advisors, LLC: Fidelity · Meristead Wealth, LLC: Pershing · Truenorth Wealth: SEI, Ascensus Broker Dealer Services, LLC