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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 Tl Private Wealth (swap one in):+ Canopy 360 Wealth, LLC $382.8M · Ocala, FL+ Accent Capital Management, LLC $382.7M · Centerville, OH+ Rhp Wealth Management $344.8M · Houston, TX+ Crescent Advisor Group, Inc. $344.4M · Plano, TX
Southlake, TX
Dallas, TX
Buffalo, MN
Assets under management$364.5M$384.6M$382.9M
Asset growth, last 2 years+17%−15%+38%
Advisory staff449
Individual clients269501,069
Assets per client$1.4M$7.7M$358K
Clients per advisor6713119
Main custodianFidelityPershingSchwab
Filing with the SEC since201720152015
Tools in their stack34–
People on Advicer.bio445

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

ToolTl Private WealthPromus AdvisorsDougherty & Associates Financial Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
HubSpot–Uses it–
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Tl Private Wealth: Fidelity · Promus Advisors: Pershing · Dougherty & Associates Financial Advisors, Inc.: Schwab, Matrix Trust