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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 Masterpiece Capital, LLC (swap one in):+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL+ Layline Advisors $131.3M · Rochester, NY+ Texas Financial Advisory $117.9M · San Antonio, TX+ Integra Wealth Advisors, LLC $117.3M · Houston, TX
Austin, TX
Bryan, TX
Seattle, WA
Assets under management$124.9M$132.7M$131.3M
Asset growth, last 2 years−16%–+38%
Advisory staff111
Individual clients2559100
Assets per client$5M$2.2M$1.3M
Clients per advisor2559100
Main custodianSEISchwabSchwab
Filing with the SEC since201720242017
Tools in their stack131
People on Advicer.bio112

From each firm's latest Form ADV (Aug 2026, May 2026, Jan 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 PartnersSeattle Wealth Management LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––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 · Seattle Wealth Management LLC: Schwab