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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):+ Kipos Wealth $107.5M · Denton, 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
Santa Clara, CA
Assets under management$101.5M$107.2M$96.4M
Asset growth, last 2 years–+0%+48%
Advisory staff421
Individual clients155333107
Assets per client$655K$322K$901K
Clients per advisor39167107
Main custodian–Schwab–
Filing with the SEC since202620212012 or earlier
Tools in their stack12–
People on Advicer.bio431

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

ToolMagnolia WealthTurner Capital Investments, LLCThe Blakeley Group Inc
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses itUses it–

Custodians on Form ADV: Magnolia Wealth: none listed · Turner Capital Investments, LLC: Schwab · The Blakeley Group Inc: none listed