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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 Texwealth (swap one in):+ Rain Or Shine Planning, LLC $58.4M+ Cruse Investments $58.4M+ Kbr Financial Solutions $52.8M · Londonderry, NH+ Fairview Financial LLC $52.8M
Scottsdale, AZ
Assets under management$55.6M$58.4M$58.4M
Asset growth, last 2 years––+182%
Advisory staff113
Individual clients2514966
Assets per client$2.2M$392K$885K
Clients per advisor2514922
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack––1
People on Advicer.bio113

From each firm's latest Form ADV (Sep 2026, Jan 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

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.

ToolTexwealthWilson Financial GroupEvolve Wealth Advisors LP
Website Builders
Wix––Uses it

Custodians on Form ADV: Texwealth: none listed · Wilson Financial Group: none listed · Evolve Wealth Advisors LP: Schwab