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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):+ Legacy Knight Mfo, LLC $2.85B · Dallas, TX+ Titleist Asset Management $2.79B · San Antonio, TX+ Hilltop Securities Inc. $2.51B · Dallas, TX+ Warwick Partners $2.48B · Bryan, TX
Houston, TX
Houston, TX
Austin, TX
Assets under management$2.64B$2.8B$2.84B
Asset growth, last 2 years+38%+38%+62%
Advisory staff681116
Individual clients6,198109381
Assets per client$426K$25.7M$7.5M
Clients per advisor911024
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio631320

From each firm's latest Form ADV (Jun 2026, May 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.

ToolSunbelt SecuritiesPaul Comstock PartnersMaslow Wealth Advisors
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Sunbelt Securities: Fidelity · Paul Comstock Partners: Schwab, Northern Trust · Maslow Wealth Advisors: Schwab