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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 Rydar Equities, Inc. (swap one in):+ Strategic Wealth Planning $208.6M · Richardson, TX+ Capstar Financial Services LLC $207.8M · Austin, TX+ Steele Street Private Wealth Management $187.5M · Denver, CO+ Infiniti Wealth Management $187.4M · Brewster, NY
Weatherford, TX
Houston, TX
College Station, TX
Assets under management$197.4M$207.5M$207.5M
Asset growth, last 2 years–+20%+73%
Advisory staff228
Individual clients1429724
Assets per client$1.4M$23.1M$287K
Clients per advisor71591
Main custodian–SchwabSchwab
Filing with the SEC since202420232023
Tools in their stack3–1
People on Advicer.bio227

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolRydar Equities, Inc.Terraform Wealth, LLCSmith & Wyatt
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Rydar Equities, Inc.: none listed · Terraform Wealth, LLC: Schwab, J.P. Morgan · Smith & Wyatt: Schwab, Capital Client Group, Inc.