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 Revere Asset (swap one in):+ Blue Water Asset Management $428.5M · Grand Rapids, MI+ 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
Houma, LA
Assets under management$407.9M$430.4M$387.4M
Asset growth, last 2 years+161%+73%+51%
Advisory staff556
Individual clients500429414
Assets per client$816K$1M$936K
Clients per advisor1008669
Main custodianSchwabPershingAxos Clearing
Filing with the SEC since202220192018
Tools in their stack148
People on Advicer.bio585

From each firm's latest Form ADV (Oct 2026, Aug 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, LLCHassell Wealth Management
Custodial Platform
NetX360 (Pershing)–Uses itUses it
Altruist––Uses it
Axos––Uses it
Charles Schwab–Uses it–
Client File Sharing
Box––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Revere Asset: Schwab · Swmg, LLC: Pershing, Schwab · Hassell Wealth Management: Axos Clearing