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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 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+ Centennial Advisors, LLC $237.3M · Austin, TX
Fort Worth, TX
Lewisville, TX
Austin, TX
Assets under management$250.8M$265M$266.4M
Asset growth, last 2 years+35%+66%+21%
Advisory staff273
Individual clients194175320
Assets per client$1.3M$1.5M$833K
Clients per advisor9725107
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720242019
Tools in their stack––2
People on Advicer.bio173

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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, LLCLive Oak Investment Partners
Custodial Platform
Wealthscape (Fidelity)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Styre Wealth: Schwab · Bright Wealth Management, LLC: Schwab · Live Oak Investment Partners: Fidelity