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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 Snider Advisors (swap one in):+ Storehouse Financial LLC $240.4M · Fort Worth, TX+ Lifetime Wealth Management P.c. $239.6M · Rockwall, TX+ Ffg Retirement Counseling $216.5M · Centennial, CO+ Aegis Wealth Management, Inc. $216.5M · Guthrie Center, IA
Irving, TX
Austin, TX
Towson, MD
Assets under management$228.1M$239.8M$216.5M
Asset growth, last 2 years+6%+103%+40%
Advisory staff472
Individual clients357572307
Assets per client$639K$419K$705K
Clients per advisor8982154
Main custodianTradestation Securities, Inc.SchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–21
People on Advicer.bio4312

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

ToolSnider AdvisorsForefrontThe Simmons Partnership, Inc
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Snider Advisors: Tradestation Securities, Inc., Interactive Brokers · Forefront: Schwab · The Simmons Partnership, Inc: Schwab