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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 Titleist Asset Management (swap one in):+ Foster & Motley Inc $2.94B · Cincinnati, OH+ Asset Dedication, LLC $2.93B · San Francisco, CA+ Sunbelt Securities $2.64B · Houston, TX+ Icon Wealth Partners $2.58B · Houston, TX
San Antonio, TX
Plano, TX
San Francisco, CA
Assets under management$2.79B$2.96B$2.65B
Asset growth, last 2 years+99%+31%+22%
Advisory staff251614
Individual clients2,103968704
Assets per client$1.3M$3.1M$3.8M
Clients per advisor846150
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1122
People on Advicer.bio451610

From each firm's latest Form ADV (Oct 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.

ToolTitleist Asset ManagementSfmg Wealth AdvisorsOsborne Partners
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Raymond JamesUses it––
Wealthscape (Fidelity)Uses it––
Client Data Gathering
Asset-MapUses it––
PreciseFP–Uses it–
CRM
SS&C Black DiamondUses it––
WealthboxUses it––
Financial Planning
HazelUses it––
RightCapital (Right Capital)Uses it––
AI Platforms
ChatGPTUses it––
Investment Data/Analytics
YChartsUses it––
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Titleist Asset Management: Schwab, Raymond James · Sfmg Wealth Advisors: Schwab, Fidelity · Osborne Partners: Schwab