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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 Sila Financial, LLC (swap one in):+ Weinstat Wealth Management, Inc. $130.7M+ Mench Financial Inc $130.6M · Cincinnati, OH+ Cs Advisors Inc. $118M · Boca Raton, FL+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA
San Antonio, TX
Assets under management$124.3M$130.6M$117.9M
Asset growth, last 2 years+99%−28%–
Advisory staff115
Individual clients10067616
Assets per client$1.2M$1.9M$191K
Clients per advisor10067123
Main custodianSchwabSchwabFidelity
Filing with the SEC since202020192023
Tools in their stack–1–
People on Advicer.bio3––

From each firm's latest Form ADV (Feb 2026, Mar 2026, Dec 2024). 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.

ToolSila Financial, LLCFirst Growth Capital LLCTexas Financial Advisory
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Sila Financial, LLC: Schwab · First Growth Capital LLC: Schwab · Texas Financial Advisory: Fidelity, Schwab