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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 Revere Asset (swap one in):+ Lawson Kroeker Investment Management Inc $428.6M · Omaha, NE+ Lega Z Advisory LLC $428.4M+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Promus Advisors $384.6M · Dallas, TX
Allen, TX
Fort Worth, TX
Grand Rapids, MI
Assets under management$407.9M$430.4M$428.5M
Asset growth, last 2 years+161%+73%+28%
Advisory staff557
Individual clients500429916
Assets per client$816K$1M$468K
Clients per advisor10086131
Main custodianSchwabPershingSchwab
Filing with the SEC since202220192015
Tools in their stack14–
People on Advicer.bio587

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

ToolRevere AssetSwmg, LLCBlue Water Asset Management
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
HubSpotUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Revere Asset: Schwab · Swmg, LLC: Pershing, Schwab · Blue Water Asset Management: Schwab