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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):+ Atlas Brown $605.2M · Louisville, KY+ 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
Franklin, MA
Assets under management$576.1M$605.4M$546.4M
Asset growth, last 2 years−30%+25%+53%
Advisory staff1396
Individual clients1271,249956
Assets per client$4.5M$485K$572K
Clients per advisor10139159
Main custodianPershingLPL FinancialLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack1–2
People on Advicer.bio11107

From each firm's latest Form ADV (Mar 2026, Jun 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 FinancialByrne Financial Freedom, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)Uses it––
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Sanders Morris LLC: Pershing · Tlwm Financial: LPL Financial · Byrne Financial Freedom, LLC: LPL Financial