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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):+ Advocates Wealth Planning $448.1M · 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$451.4M
Asset growth, last 2 years+161%+34%+20%
Advisory staff734
Individual clients427219190
Assets per client$997K$2.1M$2.4M
Clients per advisor617348
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820212012 or earlier
Tools in their stack12–
People on Advicer.bio756

From each firm's latest Form ADV (Mar 2026, Sep 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 WealthHorizon Wealth Advisors
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Murphy & Sylvest: Schwab · Enzi Wealth: Schwab · Horizon Wealth Advisors: Fidelity, Schwab