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 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
Austin, TX
Assets under management$403.1M$425.7M$379.7M
Asset growth, last 2 years–+161%+59%
Advisory staff576
Individual clients260427163
Assets per client$1.6M$997K$2.3M
Clients per advisor526127
Main custodian–SchwabRaymond James
Filing with the SEC since202420182017
Tools in their stack–14
People on Advicer.bio576

From each firm's latest Form ADV (Jul 2026, Mar 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 & SylvestIronbridge Private Wealth, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Tfr Capital: none listed · Murphy & Sylvest: Schwab · Ironbridge Private Wealth, LLC: Raymond James, Schwab