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 Requisite Capital Management LLC (swap one in):+ Icon Wealth Partners $2.58B · Houston, TX+ Glassman Wealth Services, LLC $2.56B · Vienna, VA+ Sather Financial Group, Inc. $2.27B · Victoria, TX+ Waterloo Capital $2.26B · Austin, TX
Dallas, TX
Houston, TX
Pittsburgh, PA
Assets under management$2.43B$2.64B$2.56B
Asset growth, last 2 years+46%+38%+33%
Advisory staff76818
Individual clients2186,1981,544
Assets per client$11.1M$426K$1.7M
Clients per advisor319186
Main custodianFidelityFidelitySchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio66323

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

ToolRequisite Capital Management LLCSunbelt SecuritiesCookson Peirce Wealth Management
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Requisite Capital Management LLC: Fidelity · Sunbelt Securities: Fidelity · Cookson Peirce Wealth Management: Schwab, Fidelity