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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+ Birdrock Wealth $146.3M · Austin, TX+ Equilibria Wealth Management, LLC $130.4M · Katy, TX+ Financial Aurora, LLC. $130M · Austin, TX
Dallas, TX
Leander, TX
Wichita Falls, TX
Assets under management$138.6M$146.1M$146M
Asset growth, last 2 years+765%–+28%
Advisory staff662
Individual clients25930970
Assets per client$535K$473K$2.1M
Clients per advisor435235
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–3–
People on Advicer.bio562

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, LLCMercantile Investment Advisors
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 · Mercantile Investment Advisors: Schwab