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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):+ Live Oak Investment Partners $266.4M · Austin, 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
Dallas, TX
Assets under management$250.8M$265M$266.1M
Asset growth, last 2 years+35%+66%+67%
Advisory staff272
Individual clients194175273
Assets per client$1.3M$1.5M$975K
Clients per advisor9725137
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720242021
Tools in their stack–––
People on Advicer.bio171

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Styre Wealth: Schwab · Bright Wealth Management, LLC: Schwab · Wisniewski Wealth Management: Schwab