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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+ Fortiter Wealth Management, LLC $379.9M · Houston, TX+ Ironbridge Private Wealth, LLC $379.7M · Austin, TX
Plano, TX
Dallas, TX
Houston, TX
Assets under management$403.1M$425.7M$380.9M
Asset growth, last 2 years–+161%+45%
Advisory staff572
Individual clients260427150
Assets per client$1.6M$997K$2.5M
Clients per advisor526175
Main custodian–SchwabRaymond James
Filing with the SEC since202420182022
Tools in their stack–1–
People on Advicer.bio572

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 & SylvestWealth Benefit Advisors, LLC
Financial Planning
eMoney–Uses it–

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