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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 Fruth Investment Management (swap one in):+ Branson Fowlkes & Co Inc $439.4M · Houston, TX+ Simplyrich $438.9M+ New Insight Wealth Advisors $396.9M · San Ramon, CA+ Cargile Investment Management $394.6M · Midland, TX
Houston, TX
Dallas, TX
Dallas, TX
Assets under management$417.8M$440.2M$396.3M
Asset growth, last 2 years+8%+47%+50%
Advisory staff333
Individual clients172222199
Assets per client$2.4M$2M$2M
Clients per advisor577466
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack121
People on Advicer.bio373

From each firm's latest Form ADV (Mar 2026, Jun 2026, Feb 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.

ToolFruth Investment ManagementBurford Brothers, Inc.Fortune Wealth Management, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Raymond James––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–

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