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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 Momentum Independent Network Inc. (swap one in):+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX+ 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
Lawrence, KS
Assets under management$1.61B$1.75B$1.53B
Asset growth, last 2 years+44%+5%+895%
Advisory staff973833
Individual clients2,8173,3473,896
Assets per client$571K$522K$392K
Clients per advisor2988118
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20152023
Tools in their stack–6–
People on Advicer.bio1253650

From each firm's latest Form ADV (Aug 2026, Oct 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 FinancialTriad Wealth Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
CRM
HubSpot–Uses it–
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Momentum Independent Network Inc.: none listed · Intrua Financial: LPL Financial, Schwab · Triad Wealth Partners, LLC: Schwab