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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 Parkstone Wealth Management, LLC (swap one in):+ Rwm Capital, LLC $222.4M · Sugar Land, TX+ Dwr Wealth Management, LLC $221.2M · San Jose, CA+ Planning Works Advisory, Inc. $199.8M · Austin, TX+ Pingora Partners LLC $199.4M · Dallas, TX
Arlington, TX
Dallas, TX
Prosper, TX
Assets under management$210.6M$221.3M$221.3M
Asset growth, last 2 years+34%+34%+23%
Advisory staff311
Individual clients21144184
Assets per client$10M$1.5M$1.2M
Clients per advisor7144184
Main custodianRBCSchwabSchwab
Filing with the SEC since201320202019
Tools in their stack–25
People on Advicer.bio311

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

ToolParkstone Wealth Management, LLCHalcyon Global AdvisorsWisdom Index Advisors
Client Data Gathering
Jotform––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Parkstone Wealth Management, LLC: RBC · Halcyon Global Advisors: Schwab · Wisdom Index Advisors: Schwab, Axos Clearing