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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 Lloyds Intrepid Wealth Management (swap one in):+ Texas Asset Management $64.6M · Lakeway, TX+ Sammons Wealth $64.4M · Dallas, TX+ Edm Capital, LLC $58.2M · Phoenix, AZ+ Phillips Ray Capital Management, Inc. $57.6M · Fort Worth, TX
The Woodlands, TX
Austin, TX
Lehi, UT
Assets under management$61.3M$64.6M$58.2M
Asset growth, last 2 years––+47%
Advisory staff212
Individual clients3822438
Assets per client$1.6M$2.9M$133K
Clients per advisor1922219
Main custodian––Folio
Filing with the SEC since202620262020
Tools in their stack4–1
People on Advicer.bio214

From each firm's latest Form ADV (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

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.

ToolLloyds Intrepid Wealth ManagementArgus Wealth ManagementMy Prosper Team
Website Builders
Webflow––Uses it
WixUses it––
Digital Marketing
UpContentUses it––
Email & Office Suites
Microsoft 365Uses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Lloyds Intrepid Wealth Management: none listed · Argus Wealth Management: none listed · My Prosper Team: Folio, Schwab