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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 Texas Asset Management (swap one in):+ Signature Financial Advisors $68.1M · Houston, TX+ Momentum Wealth Strategies $67.9M+ Lloyds Intrepid Wealth Management $61.3M · The Woodlands, TX+ Hamilton Financial Planning LLC $61.2M · Lakeway, TX
Lakeway, TX
Colleyville, TX
Houston, TX
Assets under management$64.6M$68M$67.9M
Asset growth, last 2 years––+22%
Advisory staff142
Individual clients504273
Assets per client$1.3M$1.6M$930K
Clients per advisor501137
Main custodian––Hilltop
Filing with the SEC since202620262012 or earlier
Tools in their stack––2
People on Advicer.bio342

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolTexas Asset ManagementClearpoint Wealth ManagementTri-Star Advisors, Inc.
Custodial Platform
Betterment Advisor Solutions––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Texas Asset Management: none listed · Clearpoint Wealth Management: none listed · Tri-Star Advisors, Inc.: Hilltop