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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 Money Managers, Inc. (swap one in):+ Dfs Advisory $156M · Denton, TX+ Live Oak Wealth Advisory Group, LLC $155.5M · Houston, TX+ Tkc Wealth Management LLC $138.6M · Dallas, TX+ Eubank, Hutson & Associates, LLC $137.7M · Plano, TX
San Antonio, TX
Corpus Christi, TX
Austin, TX
Assets under management$146.6M$155.4M$155.4M
Asset growth, last 2 years+91%+163%+72%
Advisory staff422
Individual clients365129146
Assets per client$402K$1.2M$1.1M
Clients per advisor916573
Main custodian––Schwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack––2
People on Advicer.bio322

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

ToolMoney Managers, Inc.Herndon Plant Oakley LTDCam Investor Solutions
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Money Managers, Inc.: none listed · Herndon Plant Oakley LTD: none listed · Cam Investor Solutions: Schwab