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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 Mosaic Advisors (swap one in):+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ Woodward Diversified Capital, LLC $609.7M · Bakersfield, CA+ The Sum $551.4M · The Woodlands, TX+ Mills Wealth Advisors, LLC $548.7M · Southlake, TX
Houston, TX
Dallas, TX
Lubbock, TX
Assets under management$580.5M$617M$550.9M
Asset growth, last 2 years+78%+31%+26%
Advisory staff16419
Individual clients72298748
Assets per client$8.1M$2.1M$737K
Clients per advisor57539
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520222012 or earlier
Tools in their stack425
People on Advicer.bio23319

From each firm's latest Form ADV (Jul 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.

ToolMosaic AdvisorsEq Wealth AdvisorsAmicus Financial Advisors, LLC
Financial Planning
eMoney–Uses itUses it
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)––Uses it
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond–Uses itUses it
Custodial Platform
Charles SchwabUses it––
Performance Reporting
AddeparUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Mosaic Advisors: Schwab · Eq Wealth Advisors: Schwab · Amicus Financial Advisors, LLC: Schwab