Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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:+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ The Wealth Alliance, LLC $2.1B · Melville, NY+ Austin Asset $1.87B · Austin, TX+ Willis Johnson Wealth $1.85B · Houston, TX
Dallas, TX
Austin, TX
Assets under management$2B$2.15B
Asset growth, last 2 years–+438%
Advisory staff659
Individual clients11852
Assets per client$181.8M$2.5M
Clients per advisor214
Main custodian–Schwab
Filing with the SEC since20262022
Tools in their stack–10
People on Advicer.bio–64

From each firm's latest Form ADV (Oct 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, LLCRoot 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 · Root Financial Partners: Schwab, Altruist