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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 Solstice Wealth (swap one in):+ Mueller Wealth Advisors $55.7M · Austin, TX+ Miser Asset Management $55.7M · Knoxville, TN+ Townsend Financial $50.3M+ Pensinger Financial, Inc. $50.3M
Austin, TX
Houston, TX
Assets under management$53M$55.8M$50.3M
Asset growth, last 2 years–––
Advisory staff226
Individual clients8461178
Assets per client$631K$914K$283K
Clients per advisor423130
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack5–10
People on Advicer.bio218

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

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.

ToolSolstice WealthSucre'-Vail Wealth AdvisorsDefining Wealth
Custodial Platform
AltruistUses it–Uses it
Betterment Advisor Solutions––Uses it
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Hazel––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
WixUses it––