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 San Antonio Wealth, LLC (swap one in):+ Rogue Russell Investments $550K+ Dtcarson Asset Management $550K+ Banner Investment Consultants $495K+ Growth Equity Management, Inc. $495K
Assets under management$523K$550K$492K
Asset growth, last 2 years–+1,864%–
Advisory staff211
Individual clients340
Assets per client$174K$138K–
Clients per advisor24–
Main custodian–––
Filing with the SEC since202520212025
Tools in their stack––1
People on Advicer.bio21–

From each firm's latest Form ADV (Mar 2025, Apr 2026, Sep 2025). 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

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.

ToolSan Antonio Wealth, LLCUisonetSherwood Wealth Management
Website Builders
Wix––Uses it