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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+ Maslow Wealth Advisors $2.84B · Austin, TX+ Hilltop Securities Inc. $2.51B · Dallas, TX+ Warwick Partners $2.48B · Bryan, TX
Houston, TX
Houston, TX
San Antonio, TX
Assets under management$2.64B$2.8B$2.79B
Asset growth, last 2 years+38%+38%+99%
Advisory staff681125
Individual clients6,1981092,103
Assets per client$426K$25.7M$1.3M
Clients per advisor911084
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––11
People on Advicer.bio631345

From each firm's latest Form ADV (Jun 2026, May 2026, Oct 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 PartnersTitleist Asset Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Raymond James––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Wealthbox––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
AI Platforms
ChatGPT––Uses it
Client Data Gathering
Asset-Map––Uses it
Investment Data/Analytics
YCharts––Uses it

Custodians on Form ADV: Sunbelt Securities: Fidelity · Paul Comstock Partners: Schwab, Northern Trust · Titleist Asset Management: Schwab, Raymond James