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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):+ Trajan Wealth, L.l.c. $2.6B · Scottsdale, AZ+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA+ Keystone Financial Group, LLC $2.34B · Lexington, KY+ Sather Financial Group, Inc. $2.27B · Victoria, TX
Austin, TX
Houston, TX
Austin, TX
Assets under management$2.46B$2.64B$2.26B
Asset growth, last 2 years+27%+38%+74%
Advisory staff106844
Individual clients6886,1982,609
Assets per client$3.6M$426K$867K
Clients per advisor699159
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio106357

From each firm's latest Form ADV (Jun 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.

ToolOxbow Advisors, LLCSunbelt SecuritiesWaterloo Capital
Portfolio Management
OrionUses it––

Custodians on Form ADV: Oxbow Advisors, LLC: Schwab, Wells Fargo · Sunbelt Securities: Fidelity · Waterloo Capital: Schwab, Fidelity