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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 Mills Wealth Advisors, LLC (swap one in):+ Kdk Private Wealth Management $584.6M · Houston, TX+ Allodium Investment Consultants, LLC $576.8M · Minneapolis, MN+ Trinity Legacy Partners, LLC $521.2M · Houston, TX+ Dean, Jacobson Financial Services $519.4M · Fort Worth, TX
Southlake, TX
Dallas, TX
Houston, TX
Assets under management$548.7M$581M$580.5M
Asset growth, last 2 years+91%+23%+78%
Advisory staff6316
Individual clients44617872
Assets per client$1.2M$3.3M$8.1M
Clients per advisor74595
Main custodianSchwabHilltop Securities Inc.Schwab
Filing with the SEC since20172012 or earlier2015
Tools in their stack4–4
People on Advicer.bio7323

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolMills Wealth Advisors, LLCRtw Financial Advisors IncMosaic Advisors
Client File Sharing
ShareFileUses it–Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Mills Wealth Advisors, LLC: Schwab · Rtw Financial Advisors Inc: Hilltop Securities Inc. · Mosaic Advisors: Schwab