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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):+ Icon Wealth Partners $2.58B · Houston, TX+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Sather Financial Group, Inc. $2.27B · Victoria, TX
Dallas, TX
Houston, TX
Austin, TX
Assets under management$2.43B$2.64B$2.26B
Asset growth, last 2 years+46%+38%+74%
Advisory staff76844
Individual clients2186,1982,609
Assets per client$11.1M$426K$867K
Clients per advisor319159
Main custodianFidelityFidelitySchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio66357

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

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 · Waterloo Capital: Schwab, Fidelity