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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 Peterson Wealth Management (swap one in):+ Austin Consulting $56.8M+ Premier Financial Planning, Inc. $56.7M+ Anweiler Financial Management, LLC $51.3M · New Haven, IN+ Houssels Capital Management, LLC $51.3M · Las Vegas, NV
Bryan, TX
Nashville, TN
Assets under management$54M$56.8M$51.3M
Asset growth, last 2 years––+3,562%
Advisory staff172
Individual clients9514013
Assets per client$568K$405K$3.9M
Clients per advisor95207
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack112
People on Advicer.bio172

From each firm's latest Form ADV (Sep 2026, Apr 2026, Jan 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.

ToolPeterson Wealth ManagementEvidence Wealth, LLCUpholdings
Website Builders
Webflow––Uses it
WixUses it––
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Peterson Wealth Management: none listed · Evidence Wealth, LLC: none listed · Upholdings: Interactive Brokers