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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):+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ 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
Austin, TX
Assets under management$2B$1.87B$2.15B
Asset growth, last 2 years–+48%+438%
Advisory staff61359
Individual clients11447852
Assets per client$181.8M$4.2M$2.5M
Clients per advisor23414
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2022
Tools in their stack––10
People on Advicer.bio–1564

From each firm's latest Form ADV (Oct 2026, Feb 2026, Aug 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 AssetRoot Financial Partners
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Client File Sharing
Box––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
HubSpot––Uses it
Estate Planning
Vanilla––Uses it
Project Management
Monday.com––Uses it
Tax Planning
Holistiplan––Uses it

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