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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 Conceptum Strategies (swap one in):+ New Wave Financial LLC $261K+ Millennial Financial Planning $256K+ Crescent Investment Solutions LLC $230K · Plano, TX+ Douglas Capital Advisors $210K · Manor, TX
San Antonio, TX
Assets under management$244K$260K$230K
Asset growth, last 2 years–––
Advisory staff111
Individual clients7137
Assets per client$35K$20K$33K
Clients per advisor7137
Main custodian–––
Filing with the SEC since202620262025
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Jul 2026, Jan 2025). 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.