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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 Crestmont Private Wealth LLC (swap one in):+ Sculati Wealth Management, LLC $381.5M · Bloomfield Hills, MI+ Landing Point Financial Group $381.3M · Avon, OH+ Hicks Capital Management, LLC $344.7M · Columbus, OH+ Crescent Advisor Group, Inc. $344.4M · Plano, TX
Boerne, TX
Dallas, TX
Houston, TX
Assets under management$363M$384.6M$344.8M
Asset growth, last 2 years+41%−15%+30%
Advisory staff345
Individual clients18650205
Assets per client$2M$7.7M$1.7M
Clients per advisor621341
Main custodianSchwabPershingSchwab
Filing with the SEC since201920152019
Tools in their stack–4–
People on Advicer.bio445

From each firm's latest Form ADV (Mar 2026, Jun 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.

ToolCrestmont Private Wealth LLCPromus AdvisorsRhp Wealth Management
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
HubSpot–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Crestmont Private Wealth LLC: Schwab · Promus Advisors: Pershing · Rhp Wealth Management: Schwab