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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+ Midwest Wealth Management Inc $230K · Topeka, KS+ Douglas Capital Advisors $210K · Manor, TX
San Antonio, TX
Plano, TX
Assets under management$244K$260K$230K
Asset growth, last 2 years–––
Advisory staff111
Individual clients7133
Assets per client$35K$20K$77K
Clients per advisor7133
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Jul 2026, May 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.

ToolConceptum StrategiesSagebrush Wealth PartnersCrescent Investment Solutions LLC
Digital Marketing
Mailchimp––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
ProConnect––Uses it