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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 Stavis Wealth Transfer Solutions (swap one in):+ Gervais Capital Management, LLC $155.9M · Wilson, WY+ Unify Financial Advisors $155.8M · Clearwater, FL+ Steele Street Capital LLC $140.5M · Portsmouth, NH+ Plan First Wealth LLC $140.3M
Houston, TX
Denton, TX
Prosper, TX
Assets under management$148.1M$156M$140.6M
Asset growth, last 2 years+175%+52%+31%
Advisory staff333
Individual clients21112125
Assets per client$7.1M$1.4M$1.1M
Clients per advisor73742
Main custodian–AssetMarkSchwab
Filing with the SEC since202320232021
Tools in their stack1–2
People on Advicer.bio433

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

ToolStavis Wealth Transfer SolutionsDfs AdvisoryClear Sky Financial, LP
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Stavis Wealth Transfer Solutions: none listed · Dfs Advisory: AssetMark · Clear Sky Financial, LP: Schwab