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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 Magnolia Wealth (swap one in):+ Carrington Advisors, LLC $107.7M · Dallas, TX+ The Helix Financial Group $106.8M · Carrolltron, TX+ The Holland Group, Inc. $96.4M · San Diego, CA+ Lifeplan Financial Services, LP $96.1M · Kingwood, TX
Spring, TX
Austin, TX
Denton, TX
Assets under management$101.5M$107.2M$107.5M
Asset growth, last 2 years–+0%+277%
Advisory staff422
Individual clients15533398
Assets per client$655K$322K$1.1M
Clients per advisor3916749
Main custodian–SchwabSchwab
Filing with the SEC since202620212022
Tools in their stack124
People on Advicer.bio432

From each firm's latest Form ADV (Aug 2026, Jul 2026, Apr 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.

ToolMagnolia WealthTurner Capital Investments, LLCKipos Wealth
Website Builders
WebflowUses itUses it–
Squarespace––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Magnolia Wealth: none listed · Turner Capital Investments, LLC: Schwab · Kipos Wealth: Schwab