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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 Dfs Advisory (swap one in):+ Eagle Wealth Advisors $164.1M+ Ehb Financial Resources Managemnt, Inc. $164M · Exton, PA+ Stavis Wealth Transfer Solutions $148.1M · Houston, TX+ Mission Hill Advisors, LLC $148M · Austin, TX
Denton, TX
Dallas, TX
Austin, TX
Assets under management$156M$164.7M$164.6M
Asset growth, last 2 years+52%––
Advisory staff334
Individual clients112140152
Assets per client$1.4M$1.2M$1.1M
Clients per advisor374738
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since202320242024
Tools in their stack–43
People on Advicer.bio335

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

ToolDfs AdvisoryWomack Financial LLCBlack Barn Financial, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Blueleaf––Uses it

Custodians on Form ADV: Dfs Advisory: AssetMark · Womack Financial LLC: Schwab · Black Barn Financial, LLC: Schwab