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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 Fort Advisors Inc (swap one in):+ Live Oak Wealth Advisory Group, LLC $155.5M · Houston, TX+ Herndon Plant Oakley LTD $155.4M · Corpus Christi, TX+ Tkc Wealth Management LLC $138.6M · Dallas, TX+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
Austin, TX
Austin, TX
Grand Prairie, TX
Assets under management$146.3M$155.4M$153.8M
Asset growth, last 2 years+31%+72%+21%
Advisory staff323
Individual clients414146315
Assets per client$353K$1.1M$488K
Clients per advisor13873105
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820162012 or earlier
Tools in their stack32–
People on Advicer.bio324

From each firm's latest Form ADV (Mar 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.

ToolFort Advisors IncCam Investor SolutionsS&S Wealth Management
Client File Sharing
EgnyteUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Fort Advisors Inc: Schwab · Cam Investor Solutions: Schwab · S&S Wealth Management: Schwab