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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):+ Birdrock Wealth $146.3M · Austin, TX+ Mercantile Investment Advisors $146M · Wichita Falls, TX+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL+ Equilibria Wealth Management, LLC $130.4M · Katy, TX
Dallas, TX
Leander, TX
Austin, TX
Assets under management$138.6M$146.1M$130M
Asset growth, last 2 years+765%–+550%
Advisory staff661
Individual clients259309220
Assets per client$535K$473K$591K
Clients per advisor4352220
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242015
Tools in their stack–3–
People on Advicer.bio561

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolTkc Wealth Management LLCAnkerstar Wealth, LLCFinancial Aurora, LLC.
Client File Sharing
Box–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 · Financial Aurora, LLC.: Schwab