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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 Optas, LLC (swap one in):+ Strategic Financial Concepts, LLC $927.7M · San Antonio, TX+ Sprinkle Financial Consultants LLC $926.1M · Littleton, CO+ Bfi Infinity LTD. $837.6M · Zurich+ Madden Asset Management $826M · Dallas, TX
Dripping Springs, TX
Dallas, TX
El Dorado Hills, CA
Assets under management$881.9M$928.9M$926.2M
Asset growth, last 2 years+39%+60%+31%
Advisory staff5611
Individual clients131258555
Assets per client$6.7M$3.6M$1.7M
Clients per advisor264350
Main custodianFidelityPershingSchwab
Filing with the SEC since201920192019
Tools in their stack––3
People on Advicer.bio5611

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jun 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.

ToolOptas, LLCVaquero Private Wealth, LTD.Statheros Financial Solutions, Inc.
Planning Light
Advyzon––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Optas, LLC: Fidelity · Vaquero Private Wealth, LTD.: Pershing, Fidelity · Statheros Financial Solutions, Inc.: Schwab