Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Styre Wealth (swap one in):+ Wisniewski Wealth Management $266.1M · Dallas, TX+ Imperium Wealth Management, LLC $264.6M · San Antonio, TX+ Redemption Capital $237.3M · Midland, TX+ Fireside Capital Advisors $236.6M · Dallas, TX
Fort Worth, TX
Lewisville, TX
Austin, TX
Assets under management$250.8M$265M$237.3M
Asset growth, last 2 years+35%+66%+100%
Advisory staff279
Individual clients194175456
Assets per client$1.3M$1.5M$520K
Clients per advisor972551
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720242021
Tools in their stack––1
People on Advicer.bio1710

From each firm's latest Form ADV (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.

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.

ToolStyre WealthBright Wealth Management, LLCCentennial Advisors, LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Styre Wealth: Schwab · Bright Wealth Management, LLC: Schwab · Centennial Advisors, LLC: Fidelity, Schwab