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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 The Sum (swap one in):+ Ias Wealth Management, Inc. $588.5M · The Woodlands, TX+ Kdk Private Wealth Management $584.6M · Houston, TX+ Financial Gravity Asset Management, Inc. $523.4M · Austin, TX+ Trinity Legacy Partners, LLC $521.2M · Houston, TX
The Woodlands, TX
Dallas, TX
Houston, TX
Assets under management$551.4M$581M$580.5M
Asset growth, last 2 years+80%+23%+78%
Advisory staff10316
Individual clients20917872
Assets per client$2.6M$3.3M$8.1M
Clients per advisor21595
Main custodianSchwabHilltop Securities Inc.Schwab
Filing with the SEC since20212012 or earlier2015
Tools in their stack––4
People on Advicer.bio9323

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

ToolThe SumRtw Financial Advisors IncMosaic Advisors
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: The Sum: Schwab · Rtw Financial Advisors Inc: Hilltop Securities Inc. · Mosaic Advisors: Schwab