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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+ Eltekon Advisors, LLC. $340M · West Lake Hills, TX
Houston, TX
Plano, TX
Houston, TX
Assets under management$358.8M$379.4M$379.9M
Asset growth, last 2 years+34%+21%+16%
Advisory staff353
Individual clients26232551
Assets per client$1.4M$1.2M$7.4M
Clients per advisor876517
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220202013
Tools in their stack421
People on Advicer.bio363

From each firm's latest Form ADV (Aug 2026, Jul 2026, Oct 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 ManagementFortiter Wealth Management, LLC
CRM
SS&C Black Diamond––Uses it
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 · Fortiter Wealth Management, LLC: Fidelity