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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 Purpose Capital Management, LLC (swap one in):+ Root Financial Partners $2.15B · Austin, TX+ The Wealth Alliance, LLC $2.1B · Melville, NY+ Willis Johnson Wealth $1.85B · Houston, TX+ RIA Advisors $1.84B · Houston, TX
Dallas, TX
Austin, TX
Houston, TX
Assets under management$2B$1.87B$1.81B
Asset growth, last 2 years–+48%+41%
Advisory staff61316
Individual clients11447927
Assets per client$181.8M$4.2M$2M
Clients per advisor23458
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio–1517

From each firm's latest Form ADV (Oct 2026, Feb 2026, Jun 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.

ToolPurpose Capital Management, LLCAustin AssetFinancial Synergies
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Purpose Capital Management, LLC: none listed · Austin Asset: Schwab, Fidelity · Financial Synergies: Schwab, Fidelity