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 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
Covington, KY
Assets under management$1.75B$1.85B$1.65B
Asset growth, last 2 years+5%+59%+63%
Advisory staff382115
Individual clients3,347578859
Assets per client$522K$3.2M$1.9M
Clients per advisor882857
Main custodianLPL Financial–Schwab
Filing with the SEC since20152012 or earlier2014
Tools in their stack65–
People on Advicer.bio363119

From each firm's latest Form ADV (Oct 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.

ToolIntrua FinancialWillis Johnson WealthJourney Advisory Group, LLC
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)–Uses it–
Cash Management/Budgeting
Flourish–Uses it–
CRM
HubSpotUses itUses it–
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Intrua Financial: LPL Financial, Schwab · Willis Johnson Wealth: none listed · Journey Advisory Group, LLC: Schwab