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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 Oxbow Advisors, LLC (swap one in):+ Tradition Wealth Management LLC $2.6B · Edina, MN+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA+ Sather Financial Group, Inc. $2.27B · Victoria, TX+ Waterloo Capital $2.26B · Austin, TX
Austin, TX
Houston, TX
Scottsdale, AZ
Assets under management$2.46B$2.64B$2.6B
Asset growth, last 2 years+27%+38%+91%
Advisory staff106846
Individual clients6886,19810,633
Assets per client$3.6M$426K$245K
Clients per advisor6991231
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack1–2
People on Advicer.bio106352

From each firm's latest Form ADV (Jun 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.

ToolOxbow Advisors, LLCSunbelt SecuritiesTrajan Wealth, L.l.c.
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Oxbow Advisors, LLC: Schwab, Wells Fargo · Sunbelt Securities: Fidelity · Trajan Wealth, L.l.c.: Schwab