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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 Dornick Wealth Management (swap one in):+ Argus Wealth Management $64.6M · Austin, TX+ The Freyr Group $64.5M+ Myfinancialpro, LLC $58.4M · Shelton, CT+ Growth Horizons Wealth Management LLC $58.3M · Georgetown, TX
Dallas, TX
Lakeway, TX
Monrovia, CA
Assets under management$61.4M$64.6M$58.3M
Asset growth, last 2 years––+46%
Advisory staff2131
Individual clients2450114
Assets per client$2.6M$1.3M$512K
Clients per advisor12504
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio2333

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Dornick Wealth Management: none listed · Texas Asset Management: none listed · Transglobal Advisory, LLC: Schwab, Interactive Brokers