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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 Terraform Wealth, LLC (swap one in):+ The Personal Wealth Coach $219.6M · Salado, TX+ Christian Financial Advisors $218.7M · New Braunfels, TX+ Avant Financial Advisors $196.4M · Austin, TX+ J.k. Financial, Inc. $195.8M · Dallas, TX
Houston, TX
Houston, TX
Salem, NH
Assets under management$207.5M$218.9M$197.1M
Asset growth, last 2 years+20%+48%+45%
Advisory staff215
Individual clients91787
Assets per client$23.1M$12.9M$2.3M
Clients per advisor51717
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320132024
Tools in their stack––4
People on Advicer.bio214

From each firm's latest Form ADV (Mar 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

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.

ToolTerraform Wealth, LLCEmc Capital Management, LLCDavis Wealth Advisors
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Terraform Wealth, LLC: Schwab, J.P. Morgan · Emc Capital Management, LLC: Schwab · Davis Wealth Advisors: Fidelity