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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+ Haven Private $428.1M · Orlando, FL+ Smart Money Group, LLC $424.3M · Eastland, TX
Austin, TX
Keller, TX
Dallas, TX
Assets under management$450.9M$479M$425.7M
Asset growth, last 2 years+34%+63%+161%
Advisory staff3107
Individual clients219193427
Assets per client$2.1M$2.5M$997K
Clients per advisor731961
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120192018
Tools in their stack221
People on Advicer.bio5107

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 PlanningMurphy & Sylvest
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide–Uses it–
Advisor Lead Gen
Wealthtender–Uses it–
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Enzi Wealth: Schwab · Keener Financial Planning: Schwab · Murphy & Sylvest: Schwab