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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+ Austin Asset $1.87B · Austin, TX+ RIA Advisors $1.84B · Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Assets under management$2B$1.85B$1.81B
Asset growth, last 2 years–+59%+41%
Advisory staff62116
Individual clients11578927
Assets per client$181.8M$3.2M$2M
Clients per advisor22858
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack–54
People on Advicer.bio–3117

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jun 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, LLCWillis Johnson WealthFinancial Synergies
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab––Uses it
Cash Management/Budgeting
Flourish–Uses it–
Financial Planning
eMoney–Uses itUses it
Performance Reporting
Orion–Uses it–

Custodians on Form ADV: Purpose Capital Management, LLC: none listed · Willis Johnson Wealth: none listed · Financial Synergies: Schwab, Fidelity