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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):+ Rhodes Investment Advisors, Inc. $419.2M · Fort Worth, TX+ Castleview Partners, LLC $416.9M · Dallas, TX+ Concorde Investment Management $376.2M · Dallas, TX+ Cultivar Capital, Inc. $375.1M · Denton, TX
Dallas, TX
Houston, TX
Buda, TX
Assets under management$396.3M$417.8M$418.9M
Asset growth, last 2 years+50%+8%+34%
Advisory staff3342
Individual clients1991721,581
Assets per client$2M$2.4M$265K
Clients per advisor665738
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack112
People on Advicer.bio3342

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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 ManagementTransce3nd LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Raymond JamesUses it––
Portfolio Management
Orion––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Fortune Wealth Management, LLC: none listed · Fruth Investment Management: Schwab · Transce3nd LLC: Schwab, Axos Clearing