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 Titleist Asset Management (swap one in):+ Foster & Motley Inc $2.94B · Cincinnati, OH+ Asset Dedication, LLC $2.93B · San Francisco, CA+ Osborne Partners $2.65B · San Francisco, CA+ Icon Wealth Partners $2.58B · Houston, TX
San Antonio, TX
Plano, TX
Houston, TX
Assets under management$2.79B$2.96B$2.64B
Asset growth, last 2 years+99%+31%+38%
Advisory staff251668
Individual clients2,1039686,198
Assets per client$1.3M$3.1M$426K
Clients per advisor846191
Main custodianSchwabSchwabFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack112–
People on Advicer.bio451663

From each firm's latest Form ADV (Oct 2026, Jun 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 AdvisorsSunbelt Securities
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 it–

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