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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 Macrovex Capital (swap one in):+ Trew Advisors, LLC $30.4M+ Schuler Capital Management LLC $30.4M+ Cranston Capital Management, LLC $27.5M+ Mulberry Capital Management $27.5M
Houston, TX
Weinfelden
Assets under management$29M$30.4M$27.5M
Asset growth, last 2 years––+15%
Advisory staff113
Individual clients1214237
Assets per client$239K$725K$743K
Clients per advisor1214212
Main custodian––Interactive Brokers
Filing with the SEC since202620262016
Tools in their stack211
People on Advicer.bio113

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.

ToolMacrovex CapitalOaks Wealth ManagementGfm Asset Management LLC
CRM
HubSpot––Uses it
Custodial Platform
Interactive BrokersUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Macrovex Capital: none listed · Oaks Wealth Management: none listed · Gfm Asset Management LLC: Interactive Brokers, Altruist, Vanguard