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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 Dfw Wealthcare Advisors, LLC (swap one in):+ Blueprint Capital Group LLC $5.3M · Casseleberry, FL+ Emerald Investments, Inc. $5.3M · Arlington, VA+ Protegro, Inc. $4.8M+ Flood Tide Financial LLC $4.8M
Assets under management$5M$5.3M$5.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients13196
Assets per client$388K$279K$882K
Clients per advisor13196
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Oct 2026, Sep 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.

ToolDfw Wealthcare Advisors, LLCBragg Capital Management LLCAnalyticedge Finance
Website Builders
Wix––Uses it