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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+ Castle Coast Wealth, LLC $423.7M · La Jolla, CA+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX+ Fortiter Wealth Management, LLC $379.9M · Houston, TX
Plano, TX
Dallas, TX
Lake Geneva, WI
Assets under management$403.1M$425.7M$423.6M
Asset growth, last 2 years–+161%+33%
Advisory staff579
Individual clients260427550
Assets per client$1.6M$997K$770K
Clients per advisor526161
Main custodian–SchwabFidelity
Filing with the SEC since202420182012 or earlier
Tools in their stack–1–
People on Advicer.bio579

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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 & SylvestGeneva Partners, LLC
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Tfr Capital: none listed · Murphy & Sylvest: Schwab · Geneva Partners, LLC: Fidelity