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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:+ Root Financial Partners $2.15B · Austin, TX+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ Austin Asset $1.87B · Austin, TX+ Willis Johnson Wealth $1.85B · Houston, TX
Dallas, TX
Melville, NY
Assets under management$2B$2.1B
Asset growth, last 2 years–+23%
Advisory staff613
Individual clients111,144
Assets per client$181.8M$1.8M
Clients per advisor288
Main custodian–Fidelity
Filing with the SEC since20262019
Tools in their stack–2
People on Advicer.bio–12

From each firm's latest Form ADV (Oct 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

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, LLCThe Wealth Alliance, LLC
CRM
SS&C Black Diamond–Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it

Custodians on Form ADV: Purpose Capital Management, LLC: none listed · The Wealth Alliance, LLC: Fidelity