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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 Murphy & Sylvest (swap one in):+ Horizon Wealth Advisors $451.4M · Houston, TX+ Flagship Private Wealth $447.2M · Woburn, MA+ S Harris Financial Group, LLC $404.4M · San Antonio, TX+ Tfr Capital $403.1M · Plano, TX
Dallas, TX
Austin, TX
Houston, TX
Assets under management$425.7M$450.9M$448.1M
Asset growth, last 2 years+161%+34%+25%
Advisory staff733
Individual clients427219193
Assets per client$997K$2.1M$2.3M
Clients per advisor617364
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820212012 or earlier
Tools in their stack123
People on Advicer.bio754

From each firm's latest Form ADV (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.

ToolMurphy & SylvestEnzi WealthAdvocates Wealth Planning
Portfolio Management
Envestnet––Uses it
Orion–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it––
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Murphy & Sylvest: Schwab · Enzi Wealth: Schwab · Advocates Wealth Planning: Schwab