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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 Hoskin Capital (swap one in):+ Evan Capital $13.7M · Houston, TX+ Fischer Advisors LLC $13.6M+ 369 Financial LLC $12.3M · Jacksonville, FL+ Encore Wealth Advisors, LLC $12.3M
Dallas, TX
Assets under management$13M$13.7M$12.3M
Asset growth, last 2 years––+84%
Advisory staff231
Individual clients472824
Assets per client$276K$488K$513K
Clients per advisor24924
Main custodian––Altruist
Filing with the SEC since202620262022
Tools in their stack–1–
People on Advicer.bio231

From each firm's latest Form ADV (May 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

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.

ToolHoskin CapitalLindus Advisors, Inc.Rb Investment Management Inc.
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Hoskin Capital: none listed · Lindus Advisors, Inc.: none listed · Rb Investment Management Inc.: Altruist