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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 Unifimoney RIA (swap one in):+ Sawyer Investment Management Company $337K · Colleyville, TX+ Yarborough Asset Management Strategies $330K+ Iridescent Capital Management $297K+ Lock Wealth Management $296K
Austin, TX
Dallas, TX
Assets under management$314K$340K$330K
Asset growth, last 2 years+528%––
Advisory staff111
Individual clients46067
Assets per client$682.6086956521739$57K$47K
Clients per advisor46067
Main custodian–––
Filing with the SEC since202320262023
Tools in their stack3––
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Feb 2026, Feb 2023). 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.

ToolUnifimoney RIAFesc Asset Management LLCZou Capital Management LLC
CRM
HubSpotUses it––
Digital Marketing
MailchimpUses it––
Website Builders
WebflowUses it––