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 Saddock Wealth, LLC (swap one in):+ Upspring Capital LLC $99.5M · Dallas, TX+ Innovative Wealth Management, LLC $99.1M · Jesup, IA+ John-Luke Financial, LLC $89.6M · The Woodlands, TX+ Bearing Financial Advisors, LLC $89.4M · Austin, TX
Dallas, TX
Dallas, TX
Tyler, TX
Assets under management$94.3M$100M$89.4M
Asset growth, last 2 years−26%––
Advisory staff211
Individual clients915228
Assets per client$10.5M$6.7M$392K
Clients per advisor515228
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack12–
People on Advicer.bio211

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

ToolSaddock Wealth, LLCHolbrook Management, LLCLegacy Group
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
Envestnet MoneyGuideUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Saddock Wealth, LLC: Schwab · Holbrook Management, LLC: none listed · Legacy Group: none listed