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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 Meridian Wealth Advisors, LLC (swap one in):+ Austin Asset $1.87B · Austin, TX+ A&M Private Wealth Partners, LLC $1.83B · West Palm Beach, FL+ Personal Cfo Solutions LLC $1.65B · Chester, NJ+ Momentum Independent Network Inc. $1.61B · Dallas, TX
Austin, TX
Houston, TX
Houston, TX
Assets under management$1.74B$1.85B$1.84B
Asset growth, last 2 years+42%+59%+49%
Advisory staff92117
Individual clients3285781,235
Assets per client$5.3M$3.2M$1.5M
Clients per advisor362873
Main custodianFidelity–Fidelity
Filing with the SEC since20162012 or earlier2013
Tools in their stack25–
People on Advicer.bio93114

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

ToolMeridian Wealth Advisors, LLCWillis Johnson WealthRIA Advisors
Custodial Platform
Raymond JamesUses it––
Wealthscape (Fidelity)–Uses it–
Cash Management/Budgeting
Flourish–Uses it–
CRM
HubSpot–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Meridian Wealth Advisors, LLC: Fidelity, Raymond James · Willis Johnson Wealth: none listed · RIA Advisors: Fidelity