Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Financial Advisory (swap one in):+ Masterpiece Capital, LLC $124.9M · Austin, TX+ Iowa Wealth Management, LLC $123.9M · West Des Moines, IA+ Leeb Capital Management, Inc. $111.9M · New York, NY+ Equitta Advisors LLC $111.9M · Milford, OH
San Antonio, TX
Dallas, TX
Mclean, VA
Assets under management$117.9M$125.3M$111.9M
Asset growth, last 2 years–+122%+293%
Advisory staff511
Individual clients61613329
Assets per client$191K$942K$3.9M
Clients per advisor12313329
Main custodianFidelity––
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio–11

From each firm's latest Form ADV (Dec 2024, May 2026, Aug 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 Financial AdvisoryThe Gardner GroupCapitol Wealth Management, Inc.
CRM
Salesforce–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Texas Financial Advisory: Fidelity, Schwab · The Gardner Group: none listed · Capitol Wealth Management, Inc.: none listed