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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 Fluent Financial, LLC (swap one in):+ Empower Wealth Management $349.3M · Cedar Park, TX+ Cottonwood Capital Advisors $347.3M · Irving, TX+ Scott Marsh Financial, LLC $313M+ Glass Wealth Management Co., LLC $311.9M · San Antonio, TX
Dallas, TX
Fort Worth, TX
Plano, TX
Assets under management$329.7M$347.9M$311.9M
Asset growth, last 2 years+15%+43%+196%
Advisory staff622
Individual clients25141075
Assets per client$1.3M$848K$4.2M
Clients per advisor4220538
Main custodianSchwabSchwabSchwab
Filing with the SEC since201320222021
Tools in their stack223
People on Advicer.bio422

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

1 tool 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.

ToolFluent Financial, LLCMichels Family Financial, LLCNfwm
CRM
Envestnet Tamarac––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Fluent Financial, LLC: Schwab · Michels Family Financial, LLC: Schwab · Nfwm: Schwab, Fidelity