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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+ Atlas Brown $605.2M · Louisville, KY+ Adaptive Financial Consulting, LLC $547.1M · Beachwood, OH+ Monon Wealth Management $546.8M · Indianapolis, IN
Houston, TX
San Antonio, TX
Birmingham, AL
Assets under management$576.1M$605.4M$605.1M
Asset growth, last 2 years−30%+25%+31%
Advisory staff1396
Individual clients1271,249463
Assets per client$4.5M$485K$1.3M
Clients per advisor1013977
Main custodianPershingLPL FinancialFidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack1–4
People on Advicer.bio11106

From each firm's latest Form ADV (Mar 2026, Sep 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 FinancialFairvoy Private Wealth, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Sanders Morris LLC: Pershing · Tlwm Financial: LPL Financial · Fairvoy Private Wealth, LLC: Fidelity