Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Horizon Wealth Advisors (swap one in):+ Noctua International Wmg, LLC $474.5M · Miami, FL+ Trueblood Wealth Management, LLC $474.1M · Lima, OH+ Symphony Financial Services, Inc. $428.7M · Akron, OH+ Murphy & Sylvest $425.7M · Dallas, TX
Houston, TX
Keller, TX
Eastland, TX
Assets under management$451.4M$479M$424.3M
Asset growth, last 2 years+20%+63%+48%
Advisory staff4109
Individual clients190193556
Assets per client$2.4M$2.5M$763K
Clients per advisor481962
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20192016
Tools in their stack–2–
People on Advicer.bio61011

From each firm's latest Form ADV (Sep 2026, Jul 2026, Aug 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.

ToolHorizon Wealth AdvisorsKeener Financial PlanningSmart Money Group, LLC
Advisor Lead Gen
Wealthtender–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Horizon Wealth Advisors: Fidelity, Schwab · Keener Financial Planning: Schwab · Smart Money Group, LLC: Schwab