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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 Tfr Capital (swap one in):+ Smart Money Group, LLC $424.3M · Eastland, TX+ Geneva Partners, LLC $423.6M · Lake Geneva, WI+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX+ Fortiter Wealth Management, LLC $379.9M · Houston, TX
Plano, TX
Dallas, TX
La Jolla, CA
Assets under management$403.1M$425.7M$423.7M
Asset growth, last 2 years–+161%+31%
Advisory staff574
Individual clients260427288
Assets per client$1.6M$997K$1.5M
Clients per advisor526172
Main custodian–SchwabSchwab
Filing with the SEC since202420182019
Tools in their stack–14
People on Advicer.bio575

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

ToolTfr CapitalMurphy & SylvestCastle Coast Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tfr Capital: none listed · Murphy & Sylvest: Schwab · Castle Coast Wealth, LLC: Schwab