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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 Smith & Wyatt (swap one in):+ The Personal Wealth Coach $219.6M · Salado, TX+ Christian Financial Advisors $218.7M · New Braunfels, TX+ Concordia Wealth Management, LLC $197.1M · Concord, MA+ J.k. Financial, Inc. $195.8M · Dallas, TX
College Station, TX
Houston, TX
Austin, TX
Assets under management$207.5M$218.9M$196.4M
Asset growth, last 2 years+73%+48%+55%
Advisory staff812
Individual clients72417166
Assets per client$287K$12.9M$1.2M
Clients per advisor911783
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320132024
Tools in their stack1–2
People on Advicer.bio712

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

ToolSmith & WyattEmc Capital Management, LLCAvant Financial Advisors
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Smith & Wyatt: Schwab, Capital Client Group, Inc. · Emc Capital Management, LLC: Schwab · Avant Financial Advisors: Schwab