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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+ Fortune Wealth Management, LLC $396.3M · Dallas, TX+ Cargile Investment Management $394.6M · Midland, TX
Houston, TX
Dallas, TX
San Ramon, CA
Assets under management$417.8M$440.2M$396.9M
Asset growth, last 2 years+8%+47%+54%
Advisory staff335
Individual clients172222352
Assets per client$2.4M$2M$1.1M
Clients per advisor577470
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack123
People on Advicer.bio375

From each firm's latest Form ADV (Mar 2026, Jun 2026, Sep 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.New Insight Wealth Advisors
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Fruth Investment Management: Schwab · Burford Brothers, Inc.: Schwab · New Insight Wealth Advisors: Schwab