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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 Fortune Wealth Management, LLC (swap one in):+ Transce3nd LLC $418.9M · Buda, TX+ Castleview Partners, LLC $416.9M · Dallas, TX+ Concorde Investment Management $376.2M · Dallas, TX+ Km Capital Management, LTD. $374.4M · Austin, TX
Dallas, TX
Houston, TX
Denton, TX
Assets under management$396.3M$417.8M$375.1M
Asset growth, last 2 years+50%+8%+25%
Advisory staff332
Individual clients199172345
Assets per client$2M$2.4M$1.1M
Clients per advisor6657173
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack111
People on Advicer.bio332

From each firm's latest Form ADV (Feb 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

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.

ToolFortune Wealth Management, LLCFruth Investment ManagementCultivar Capital, Inc.
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Raymond JamesUses it––

Custodians on Form ADV: Fortune Wealth Management, LLC: none listed · Fruth Investment Management: Schwab · Cultivar Capital, Inc.: Schwab