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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 Taylor Financial Consulting (swap one in):+ Quadram Capital LLC $850K+ Blue Mountain Wealth Management $847K+ Zuwa Financial LLC $740K · Lewisville, TX+ Jpl Wealth Management $720K · Dripping Springs, TX
Lantana, TX
Austin, TX
Round Rock, TX
Assets under management$807K$889K$901K
Asset growth, last 2 years–––
Advisory staff131
Individual clients49,3946
Assets per client$202K$94.58292527144987$150K
Clients per advisor43,1316
Main custodian–––
Filing with the SEC since202620222025
Tools in their stack–1–
People on Advicer.bio1–1

From each firm's latest Form ADV (Feb 2026, Jul 2026, Dec 2025). 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.

ToolTaylor Financial ConsultingFundify Advisors LLCInked Investments
Website Builders
Webflow–Uses it–