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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 Shorebird Capital, LP (swap one in):+ Collins Wealth Management $3.6M · Sugar Land, TX+ Build Financial Advisors, LLC $3.6M+ American Vision Advisors LLC $3.2M · San Gabriel, CA+ Ahmeti Wealth Management, LLC $3.2M · Dallas, TX
San Antonio, TX
Fort Worth, TX
Assets under management$3.4M$3.6M$3.2M
Asset growth, last 2 years−69%––
Advisory staff211
Individual clients–75
Assets per client–$518K$647K
Clients per advisor–75
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2023, Feb 2026, Mar 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

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.

ToolShorebird Capital, LPWaymaker Financial PlanningPacific Street Advisors LLC
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–