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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+ Madden Funds Management $217.9M · Oak Park, IL+ Avant Financial Advisors $196.4M · Austin, TX+ J.k. Financial, Inc. $195.8M · Dallas, TX
College Station, TX
Houston, TX
New Braunfels, TX
Assets under management$207.5M$218.9M$218.7M
Asset growth, last 2 years+73%+48%+57%
Advisory staff815
Individual clients72417479
Assets per client$287K$12.9M$457K
Clients per advisor911796
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320132021
Tools in their stack1–3
People on Advicer.bio716

From each firm's latest Form ADV (Jul 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

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, LLCChristian Financial Advisors
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
WixUses it––

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