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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+ Byrne Financial Freedom, LLC $546.4M · Franklin, MA
Houston, TX
San Antonio, TX
Indianapolis, IN
Assets under management$576.1M$605.4M$546.8M
Asset growth, last 2 years−30%+25%+75%
Advisory staff1397
Individual clients1271,249505
Assets per client$4.5M$485K$1.1M
Clients per advisor1013972
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack1––
People on Advicer.bio11107

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 FinancialMonon Wealth Management
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Sanders Morris LLC: Pershing · Tlwm Financial: LPL Financial · Monon Wealth Management: Schwab