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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 Sanders Morris LLC (swap one in):+ Mfa Wealth Advisors, LLC $605.4M · Pittsburgh, PA+ Fairvoy Private Wealth, LLC $605.1M · Birmingham, AL+ Adaptive Financial Consulting, LLC $547.1M · Beachwood, OH+ Monon Wealth Management $546.8M · Indianapolis, IN
Houston, TX
San Antonio, TX
Louisville, KY
Assets under management$576.1M$605.4M$605.2M
Asset growth, last 2 years−30%+25%+33%
Advisory staff1396
Individual clients1271,249440
Assets per client$4.5M$485K$1.4M
Clients per advisor1013973
Main custodianPershingLPL FinancialFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio11107

From each firm's latest Form ADV (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.

ToolSanders Morris LLCTlwm FinancialAtlas Brown
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Sanders Morris LLC: Pershing · Tlwm Financial: LPL Financial · Atlas Brown: Fidelity