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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
Pittsburgh, PA
Assets under management$576.1M$605.4M$605.4M
Asset growth, last 2 years−30%+25%+26%
Advisory staff1397
Individual clients1271,249801
Assets per client$4.5M$485K$756K
Clients per advisor10139114
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack1–1
People on Advicer.bio11108

From each firm's latest Form ADV (Mar 2026, Aug 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 FinancialMfa Wealth Advisors, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Sanders Morris LLC: Pershing · Tlwm Financial: LPL Financial · Mfa Wealth Advisors, LLC: Schwab, Fidelity