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 Masterpiece Capital, LLC (swap one in):+ Layline Advisors $131.3M · Rochester, NY+ Seattle Wealth Management LLC $131.3M · Seattle, WA+ Texas Financial Advisory $117.9M · San Antonio, TX+ Integra Wealth Advisors, LLC $117.3M · Houston, TX
Austin, TX
Bryan, TX
Columbia, SC
Assets under management$124.9M$132.7M$118.5M
Asset growth, last 2 years−16%–+22%
Advisory staff111
Individual clients2559194
Assets per client$5M$2.2M$611K
Clients per advisor2559194
Main custodianSEISchwabFidelity
Filing with the SEC since201720242012 or earlier
Tools in their stack13–
People on Advicer.bio111

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

ToolMasterpiece Capital, LLCCharis Legacy PartnersHms Financial Services, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
CRM
HubSpot–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Masterpiece Capital, LLC: SEI · Charis Legacy Partners: Schwab, Vanguard · Hms Financial Services, LLC: Fidelity