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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):+ Blue Water Asset Management $428.5M · Grand Rapids, MI+ Lega Z Advisory LLC $428.4M+ Hassell Wealth Management $387.4M · Houma, LA+ 1836 Asset Management, LLC $386.6M · Garland, TX
Allen, TX
Fort Worth, TX
Dallas, TX
Assets under management$407.9M$430.4M$384.6M
Asset growth, last 2 years+161%+73%−15%
Advisory staff554
Individual clients50042950
Assets per client$816K$1M$7.7M
Clients per advisor1008613
Main custodianSchwabPershingPershing
Filing with the SEC since202220192015
Tools in their stack144
People on Advicer.bio584

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, LLCPromus Advisors
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses itUses it
CRM
HubSpotUses it–Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Revere Asset: Schwab · Swmg, LLC: Pershing, Schwab · Promus Advisors: Pershing