Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Redemption Capital (swap one in):+ Dean Wealth Partners, LLC $249.8M · Austin, TX+ Prairie Rivers Investments, LLC $249.3M · Robinson, IL+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Mcalister, Sweet & Associates, Inc. $224.2M · Houston, TX
Midland, TX
Fort Worth, TX
Dallas, TX
Assets under management$237.3M$250.8M$225M
Asset growth, last 2 years+156%+35%+38%
Advisory staff224
Individual clients96194152
Assets per client$2.5M$1.3M$1.5M
Clients per advisor489738
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172022
Tools in their stack––5
People on Advicer.bio214

From each firm's latest Form ADV (Feb 2026, Mar 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.

ToolRedemption CapitalStyre WealthPrincipia Wealth Advisory, LLC
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Redemption Capital: Schwab · Styre Wealth: Schwab · Principia Wealth Advisory, LLC: Schwab