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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 Defining Wealth (swap one in):+ Konnect Health and Wealth $53M+ Kbr Financial Solutions $52.8M · Londonderry, NH+ Elion Financial, LLC $47.8M · Tucson, AZ+ Mac Investment Management $47.8M
Southlake, TX
Assets under management$50.3M$52.9M$47.8M
Asset growth, last 2 years––+19%
Advisory staff613
Individual clients1786110
Assets per client$283K$866K$4.8M
Clients per advisor30613
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack10––
People on Advicer.bio813

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

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.

ToolDefining WealthOne Xvi WealthZiment Financial Advisors, Inc.
Custodial Platform
AltruistUses it––
Betterment Advisor SolutionsUses it––
Financial Planning
HazelUses it––
RightCapital (Right Capital)Uses it––
Tax Planning
HolistiplanUses it––
Wealth.comUses it––
Client Texting
CurrentClientUses it––
Communications Archiving/Monitoring
GreenboardUses it––
CRM
Slant (Slant CRM)Uses it––
Schedule Apps
CalendlyUses it––