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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 Reap Financial Group, LLC (swap one in):+ Lees Monsour Group $681.2M · Shreveport, LA+ Eagle Bay Family Office $680.8M · New York, NY+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Freedom Day Solutions, LLC $615.3M · Houston, TX
Austin, TX
Houston, TX
Plano, TX
Assets under management$648.2M$685M$681.6M
Asset growth, last 2 years+46%+81%+36%
Advisory staff657
Individual clients1,284200432
Assets per client$505K$3.4M$1.6M
Clients per advisor2144062
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020232018
Tools in their stack2–3
People on Advicer.bio776

From each firm's latest Form ADV (Aug 2026, Sep 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.

ToolReap Financial Group, LLCPrecedent Wealth Partners, LLCDash Investments
Schedule Apps
CalendlyUses it––
OnceHub––Uses it
Client File Sharing
Box––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Reap Financial Group, LLC: Fidelity · Precedent Wealth Partners, LLC: Schwab, Fidelity · Dash Investments: Schwab