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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 Intrua Financial (swap one in):+ Austin Asset $1.87B · Austin, TX+ RIA Advisors $1.84B · Houston, TX+ Levin Capital Strategies, L.p. $1.66B · New York, NY+ Momentum Independent Network Inc. $1.61B · Dallas, TX
Houston, TX
Houston, TX
Falls Church, VA
Assets under management$1.75B$1.85B$1.84B
Asset growth, last 2 years+5%+59%+50%
Advisory staff382112
Individual clients3,3475781,494
Assets per client$522K$3.2M$1.2M
Clients per advisor8828125
Main custodianLPL Financial–Folio
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack655
People on Advicer.bio363112

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jan 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

1 tool 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.

ToolIntrua FinancialWillis Johnson WealthAzzad Asset Management, Inc.
Custodial Platform
Charles SchwabUses it–Uses it
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)–Uses it–
Cash Management/Budgeting
Flourish–Uses it–
Client Data Gathering
Jotform––Uses it
Client File Sharing
Egnyte––Uses it
CRM
HubSpotUses itUses it–
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses itUses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Intrua Financial: LPL Financial, Schwab · Willis Johnson Wealth: none listed · Azzad Asset Management, Inc.: Folio, Schwab