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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+ Ehb Financial Resources Managemnt, Inc. $164M · Exton, PA+ Stavis Wealth Transfer Solutions $148.1M · Houston, TX+ Chung Wu Investment Group, LLC $147.5M · Sugar Land, TX
Denton, TX
Dallas, TX
Austin, TX
Assets under management$156M$164.7M$148M
Asset growth, last 2 years+52%––
Advisory staff331
Individual clients11214020
Assets per client$1.4M$1.2M$7.4M
Clients per advisor374720
Main custodianAssetMarkSchwab–
Filing with the SEC since202320242019
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 LLCMission Hill Advisors, LLC
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 · Mission Hill Advisors, LLC: none listed