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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 Schulz Wealth, LTD. (swap one in):+ Websterrogers Financial Advisors, LLC $460.5M · Florence, SC+ Roth Financial Partners LLC $460.1M · Kingwood, TX+ Jeffrey N. Mehler, CFP LLC $416.2M · Essex, CT+ Sgl Financial, LLC $416M · Buffalo Grove, IL
Mansfield, TX
Houston, TX
San Diego, CA
Assets under management$438.1M$465.3M$460.3M
Asset growth, last 2 years+37%+120%+15%
Advisory staff353
Individual clients17086378
Assets per client$2.6M$5.4M$1.2M
Clients per advisor5717126
Main custodianSchwabFidelityFidelity
Filing with the SEC since201820232012 or earlier
Tools in their stack1–2
People on Advicer.bio353

From each firm's latest Form ADV (Sep 2026, 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.

ToolSchulz Wealth, LTD.Brownlee Wealth ManagementBeta Wealth Group, Inc
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Schulz Wealth, LTD.: Schwab, Empower · Brownlee Wealth Management: Fidelity · Beta Wealth Group, Inc: Fidelity, Schwab