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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 Vaquero Private Wealth, LTD. (swap one in):+ Summit Wealth and Retirement Partners $978.1M · Eagle, ID+ Mbe Wealth Management, LLC $977.1M · Tomah, WI+ Alongside, LLC $878.6M · Austin, TX+ Alpha Capital Management $871.4M · Austin, TX
Dallas, TX
The Woodlands, TX
Dripping Springs, TX
Assets under management$928.9M$984.6M$881.9M
Asset growth, last 2 years+60%+26%+39%
Advisory staff685
Individual clients258300131
Assets per client$3.6M$3.3M$6.7M
Clients per advisor433826
Main custodianPershingSchwabFidelity
Filing with the SEC since20192012 or earlier2019
Tools in their stack–6–
People on Advicer.bio6125

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

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.

ToolVaquero Private Wealth, LTD.Avion WealthOptas, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Vaquero Private Wealth, LTD.: Pershing, Fidelity · Avion Wealth: Schwab, Fidelity · Optas, LLC: Fidelity