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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):+ Fortiter Wealth Management, LLC $379.9M · Houston, 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
Austin, TX
Assets under management$358.8M$379.4M$379.7M
Asset growth, last 2 years+34%+21%+59%
Advisory staff356
Individual clients262325163
Assets per client$1.4M$1.2M$2.3M
Clients per advisor876527
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202220202017
Tools in their stack424
People on Advicer.bio366

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

1 tool 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 ManagementIronbridge Private Wealth, LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses itUses it–
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Tsa Wealth Management: Schwab · Cmg Wealth Management: Schwab · Ironbridge Private Wealth, LLC: Raymond James, Schwab