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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 Concurrent Wealth Management (swap one in):+ Oak Tree Wealth Management $13.4M · Corpus Christi, TX+ Edgar Investment Management, LLC $13.2M · Houston, TX+ Shift 4 Advisors, Inc. $12M · Murrieta, CA+ Animus Wealth Management, LLC. $11.9M · Mcallen, TX
Houston, TX
Dallas, TX
Assets under management$12.6M$13.3M$13.2M
Asset growth, last 2 years––+53%
Advisory staff112
Individual clients81629
Assets per client$1.6M$831K$456K
Clients per advisor81615
Main custodian––Interactive Brokers
Filing with the SEC since202620262016
Tools in their stack–41
People on Advicer.bio112

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

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.

ToolConcurrent Wealth ManagementEid CapitalOlivar & Greb Capital Management, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Interactive Brokers––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Concurrent Wealth Management: none listed · Eid Capital: none listed · Olivar & Greb Capital Management, LLC: Interactive Brokers