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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 Entelechy (swap one in):+ Harbour Wealth Management Group, Inc. $266.2M · Daniel Island, SC+ Tassel Capital Management, Inc $266M · Matthews, NC+ Richmond Brothers, Inc. $240.6M · Jackson, MI+ Barker Wealth Management, LLC $240.6M · Camas, WA
Dallas, TX
Austin, TX
Assets under management$253.3M$266.1M$266.4M
Asset growth, last 2 years–+67%+21%
Advisory staff123
Individual clients80273320
Assets per client$3.2M$975K$833K
Clients per advisor80137107
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420212019
Tools in their stack––2
People on Advicer.bio113

From each firm's latest Form ADV (Feb 2026, Jul 2026, Jun 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.

ToolEntelechyWisniewski Wealth ManagementLive Oak Investment Partners
Custodial Platform
Wealthscape (Fidelity)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Entelechy: Schwab · Wisniewski Wealth Management: Schwab · Live Oak Investment Partners: Fidelity