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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+ Blue Water Asset Management $428.5M · Grand Rapids, MI+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Promus Advisors $384.6M · Dallas, TX
Allen, TX
Fort Worth, TX
Assets under management$407.9M$430.4M$428.4M
Asset growth, last 2 years+161%+73%+19%
Advisory staff551
Individual clients5004297
Assets per client$816K$1M$61.2M
Clients per advisor100867
Main custodianSchwabPershingUBS
Filing with the SEC since202220192018
Tools in their stack14–
People on Advicer.bio581

From each firm's latest Form ADV (Oct 2026, Aug 2026, Mar 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, LLCLega Z Advisory LLC
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 · Lega Z Advisory LLC: UBS, Brown Brothers Harriman & Co, BNY