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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+ 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%–+31%
Advisory staff663
Individual clients259309414
Assets per client$535K$473K$353K
Clients per advisor4352138
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242018
Tools in their stack–33
People on Advicer.bio563

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, LLCFort Advisors Inc
Client File Sharing
Box–Uses it–
Egnyte––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Tkc Wealth Management LLC: none listed · Ankerstar Wealth, LLC: Schwab · Fort Advisors Inc: Schwab