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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 Principia Wealth Advisory, LLC (swap one in):+ Redemption Capital $237.3M · Midland, TX+ Castle Wealth Planning $236.4M · Santa Barbara, CA+ Daniels & Erickson Financial Advisors, LLC $213.6M · Dallas, TX+ Floyd Capital Management $213.5M · Texarkana, TX
Dallas, TX
Austin, TX
Dallas, TX
Assets under management$225M$237.3M$236.6M
Asset growth, last 2 years+38%+100%–
Advisory staff493
Individual clients152456140
Assets per client$1.5M$520K$1.7M
Clients per advisor385147
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220212024
Tools in their stack51–
People on Advicer.bio4104

From each firm's latest Form ADV (Mar 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.

ToolPrincipia Wealth Advisory, LLCCentennial Advisors, LLCFireside Capital Advisors
CRM
SS&C Black DiamondUses it––
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Principia Wealth Advisory, LLC: Schwab · Centennial Advisors, LLC: Fidelity, Schwab · Fireside Capital Advisors: Schwab