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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 Sunbelt Securities (swap one in):+ Maslow Wealth Advisors $2.84B · Austin, TX+ Titleist Asset Management $2.79B · San Antonio, TX+ Warwick Partners $2.48B · Bryan, TX+ Oxbow Advisors, LLC $2.46B · Austin, TX
Houston, TX
Houston, TX
Dallas, TX
Assets under management$2.64B$2.8B$2.51B
Asset growth, last 2 years+38%+38%+34%
Advisory staff681192
Individual clients6,1981093,335
Assets per client$426K$25.7M$752K
Clients per advisor911036
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio6313166

From each firm's latest Form ADV (Jun 2026, May 2026, Aug 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: Sunbelt Securities: Fidelity · Paul Comstock Partners: Schwab, Northern Trust · Hilltop Securities Inc.: none listed