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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):+ Black Barn Financial, LLC $164.6M · Austin, TX+ Eagle Wealth Advisors $164.1M+ Stavis Wealth Transfer Solutions $148.1M · Houston, TX+ Mission Hill Advisors, LLC $148M · Austin, TX
Denton, TX
Dallas, TX
Exton, PA
Assets under management$156M$164.7M$164M
Asset growth, last 2 years+52%–+22%
Advisory staff331
Individual clients11214090
Assets per client$1.4M$1.2M$1.8M
Clients per advisor374790
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since202320242012 or earlier
Tools in their stack–4–
People on Advicer.bio331

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

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 LLCEhb Financial Resources Managemnt, Inc.
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Dfs Advisory: AssetMark · Womack Financial LLC: Schwab · Ehb Financial Resources Managemnt, Inc.: Schwab