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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
Houston, TX
Austin, TX
Assets under management$2B$1.85B$2.15B
Asset growth, last 2 years–+59%+438%
Advisory staff62159
Individual clients11578852
Assets per client$181.8M$3.2M$2.5M
Clients per advisor22814
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2022
Tools in their stack–510
People on Advicer.bio–3164

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, LLCWillis Johnson WealthRoot Financial Partners
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 · Willis Johnson Wealth: none listed · Root Financial Partners: Schwab, Altruist