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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+ Austin Asset $1.87B · Austin, TX+ RIA Advisors $1.84B · Houston, TX
Dallas, TX
Austin, TX
Houston, TX
Assets under management$2B$2.15B$1.85B
Asset growth, last 2 years–+438%+59%
Advisory staff65921
Individual clients11852578
Assets per client$181.8M$2.5M$3.2M
Clients per advisor21428
Main custodian–Schwab–
Filing with the SEC since202620222012 or earlier
Tools in their stack–105
People on Advicer.bio–6431

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 PartnersWillis Johnson Wealth
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
Box–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
CRM
HubSpot–Uses itUses it
Estate Planning
Vanilla–Uses it–
Performance Reporting
Orion––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 · Willis Johnson Wealth: none listed