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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 Enzi Wealth (swap one in):+ The Wellington Grp LLC $473.6M · Indianapolis, IN+ Juncture Wealth Strategies, LLC $473.6M · Scottsdale, AZ+ Murphy & Sylvest $425.7M · Dallas, TX+ Smart Money Group, LLC $424.3M · Eastland, TX
Austin, TX
Keller, TX
Orlando, FL
Assets under management$450.9M$479M$428.1M
Asset growth, last 2 years+34%+63%–
Advisory staff3105
Individual clients219193179
Assets per client$2.1M$2.5M$2.4M
Clients per advisor731936
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120192023
Tools in their stack222
People on Advicer.bio5106

From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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.

ToolEnzi WealthKeener Financial PlanningHaven Private
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Enzi Wealth: Schwab · Keener Financial Planning: Schwab · Haven Private: Schwab