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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):+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA+ The Wellington Grp LLC $473.6M · Indianapolis, IN+ Murphy & Sylvest $425.7M · Dallas, TX+ Smart Money Group, LLC $424.3M · Eastland, TX
Austin, TX
Keller, TX
Scottsdale, AZ
Assets under management$450.9M$479M$473.6M
Asset growth, last 2 years+34%+63%+42%
Advisory staff3109
Individual clients219193462
Assets per client$2.1M$2.5M$1M
Clients per advisor731951
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120192018
Tools in their stack222
People on Advicer.bio51010

From each firm's latest Form ADV (Mar 2026, Jul 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 PlanningJuncture Wealth Strategies, LLC
Advisor Lead Gen
Wealthtender–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Enzi Wealth: Schwab · Keener Financial Planning: Schwab · Juncture Wealth Strategies, LLC: Schwab