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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):+ Cwa Asset Management Group $4.51B · Naples, FL+ Spire Wealth Management, LLC $4.51B · Mclean, VA+ Alamo Advisors, LP $3.87B · San Antonio, TX+ Frost Investment Services $3.67B · San Antonio, TX
Dallas, TX
Dallas, TX
Houston, TX
Assets under management$4.28B$4.91B$4.76B
Asset growth, last 2 years+21%+58%+53%
Advisory staff62936
Individual clients1012,3541,866
Assets per client$42.4M$2.1M$2.6M
Clients per advisor178152
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–5–
People on Advicer.bio33643

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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, LLCAvidian Wealth Solutions
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 · Avidian Wealth Solutions: Fidelity, Schwab, Millennium Trust