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 Momentum Independent Network Inc. (swap one in):+ Cra Financial Services, L.l.c. $1.69B · Northfield, NJ+ Mag Cap $1.69B · Ridgeland, MS+ Delta Asset Management, LLC $1.53B · Memphis, TN+ Wallace Capital Management, Inc. $1.49B · Dallas, TX
Dallas, TX
Houston, TX
Austin, TX
Assets under management$1.61B$1.75B$1.74B
Asset growth, last 2 years+44%+5%+42%
Advisory staff97389
Individual clients2,8173,347328
Assets per client$571K$522K$5.3M
Clients per advisor298836
Main custodian–LPL FinancialFidelity
Filing with the SEC since2012 or earlier20152016
Tools in their stack–62
People on Advicer.bio125369

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

ToolMomentum Independent Network Inc.Intrua FinancialMeridian Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Raymond James––Uses it
CRM
HubSpot–Uses it–
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Momentum Independent Network Inc.: none listed · Intrua Financial: LPL Financial, Schwab · Meridian Wealth Advisors, LLC: Fidelity, Raymond James