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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+ Financial Synergies $1.81B · Houston, TX
Dallas, TX
Austin, TX
Houston, TX
Assets under management$2B$1.87B$1.84B
Asset growth, last 2 years–+48%+49%
Advisory staff61317
Individual clients114471,235
Assets per client$181.8M$4.2M$1.5M
Clients per advisor23473
Main custodian–SchwabFidelity
Filing with the SEC since20262012 or earlier2013
Tools in their stack–––
People on Advicer.bio–1514

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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