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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 Requisite Capital Management LLC (swap one in):+ Glassman Wealth Services, LLC $2.56B · Vienna, VA+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA+ Sather Financial Group, Inc. $2.27B · Victoria, TX+ Waterloo Capital $2.26B · Austin, TX
Dallas, TX
Houston, TX
Houston, TX
Assets under management$2.43B$2.64B$2.58B
Asset growth, last 2 years+46%+38%+35%
Advisory staff76815
Individual clients2186,198617
Assets per client$11.1M$426K$4.2M
Clients per advisor319141
Main custodianFidelityFidelityFidelity
Filing with the SEC since20172012 or earlier2022
Tools in their stack–––
People on Advicer.bio66318

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Requisite Capital Management LLC: Fidelity · Sunbelt Securities: Fidelity · Icon Wealth Partners: Fidelity