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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 Tsa Wealth Management (swap one in):+ Ironbridge Private Wealth, LLC $379.7M · Austin, TX+ Legacy Consulting Group $378.6M · Plano, TX+ Rm Private Wealth Management $340.9M · Miami, FL+ Weybosset Research & Management, LLC $340.9M · Providence, RI
Houston, TX
Plano, TX
West Lake Hills, TX
Assets under management$358.8M$379.4M$340M
Asset growth, last 2 years+34%+21%+70%
Advisory staff358
Individual clients262325479
Assets per client$1.4M$1.2M$710K
Clients per advisor876560
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220202022
Tools in their stack42–
People on Advicer.bio368

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

ToolTsa Wealth ManagementCmg Wealth ManagementEltekon Advisors, LLC.
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Tsa Wealth Management: Schwab · Cmg Wealth Management: Schwab · Eltekon Advisors, LLC.: Schwab