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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+ Financial Synergies $1.81B · Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Assets under management$2B$1.85B$1.84B
Asset growth, last 2 years–+59%+49%
Advisory staff62117
Individual clients115781,235
Assets per client$181.8M$3.2M$1.5M
Clients per advisor22873
Main custodian––Fidelity
Filing with the SEC since20262012 or earlier2013
Tools in their stack–5–
People on Advicer.bio–3114

From each firm's latest Form ADV (Oct 2026, Aug 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, LLCWillis Johnson WealthRIA Advisors
Cash Management/Budgeting
Flourish–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Orion–Uses it–

Custodians on Form ADV: Purpose Capital Management, LLC: none listed · Willis Johnson Wealth: none listed · RIA Advisors: Fidelity