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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+ Advocates Wealth Planning $448.1M · Houston, TX+ Dupree Financial Group, LLC $404.4M · Lexington, KY+ Tfr Capital $403.1M · Plano, TX
Dallas, TX
Austin, TX
San Antonio, TX
Assets under management$425.7M$450.9M$404.4M
Asset growth, last 2 years+161%+34%–
Advisory staff736
Individual clients427219247
Assets per client$997K$2.1M$1.6M
Clients per advisor617341
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820212024
Tools in their stack123
People on Advicer.bio757

From each firm's latest Form ADV (Mar 2026, Aug 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 WealthS Harris Financial Group, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Murphy & Sylvest: Schwab · Enzi Wealth: Schwab · S Harris Financial Group, LLC: Fidelity