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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 Turtle Creek Trust (swap one in):+ Avidian Wealth Solutions $4.76B · Houston, TX+ Spire Wealth Management, LLC $4.51B · Mclean, VA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Frost Investment Services $3.67B · San Antonio, TX
Dallas, TX
Dallas, TX
San Antonio, TX
Assets under management$4.28B$4.91B$3.87B
Asset growth, last 2 years+21%+58%+11%
Advisory staff6297
Individual clients1012,354231
Assets per client$42.4M$2.1M$16.7M
Clients per advisor178133
Main custodianFidelityFidelityRBC
Filing with the SEC since2012 or earlier20232014
Tools in their stack–5–
People on Advicer.bio3363

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

ToolTurtle Creek TrustQuotient Wealth Partners, LLCAlamo Advisors, LP
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Turtle Creek Trust: Fidelity · Quotient Wealth Partners, LLC: Fidelity · Alamo Advisors, LP: RBC, Northern Trust