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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 Tkc Wealth Management LLC (swap one in):+ Fort Advisors Inc $146.3M · Austin, TX+ Mercantile Investment Advisors $146M · Wichita Falls, TX+ Equilibria Wealth Management, LLC $130.4M · Katy, TX+ Financial Aurora, LLC. $130M · Austin, TX
Dallas, TX
Leander, TX
Austin, TX
Assets under management$138.6M$146.1M$146.3M
Asset growth, last 2 years+765%–+13%
Advisory staff665
Individual clients259309208
Assets per client$535K$473K$703K
Clients per advisor435242
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–31
People on Advicer.bio565

From each firm's latest Form ADV (Mar 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.

ToolTkc Wealth Management LLCAnkerstar Wealth, LLCBirdrock Wealth
Client File Sharing
Box–Uses it–
CRM
LeadCenter.AI––Uses it
Digital Marketing
WealthReach–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Tkc Wealth Management LLC: none listed · Ankerstar Wealth, LLC: Schwab · Birdrock Wealth: Schwab