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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 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+ Capitol Wealth Management, Inc. $111.9M · Mclean, VA
San Antonio, TX
Dallas, TX
Milford, OH
Assets under management$117.9M$125.3M$111.9M
Asset growth, last 2 years–+122%–
Advisory staff512
Individual clients616133118
Assets per client$191K$942K$948K
Clients per advisor12313359
Main custodianFidelity––
Filing with the SEC since20232012 or earlier2026
Tools in their stack–23
People on Advicer.bio–12

From each firm's latest Form ADV (Dec 2024, 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.

ToolTexas Financial AdvisoryThe Gardner GroupEquitta Advisors LLC
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
CRM
Salesforce–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Texas Financial Advisory: Fidelity, Schwab · The Gardner Group: none listed · Equitta Advisors LLC: none listed