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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 Wealth Benefit Advisors, LLC (swap one in):+ S Harris Financial Group, LLC $404.4M · San Antonio, TX+ Keyes, Stange & Wooten Wealth Management, LLC $400.1M · Daytona Beach, FL+ Tsa Wealth Management $358.8M · Houston, TX+ Lifeway Financial Corporation $358.7M · Plano, TX
Houston, TX
Plano, TX
Assets under management$380.9M$403.1M$399.9M
Asset growth, last 2 years+45%–+58%
Advisory staff252
Individual clients150260139
Assets per client$2.5M$1.6M$2.9M
Clients per advisor755270
Main custodianRaymond James–Interactive Brokers
Filing with the SEC since202220242020
Tools in their stack–––
People on Advicer.bio252

From each firm's latest Form ADV (Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wealth Benefit Advisors, LLC: Raymond James, Schwab · Tfr Capital: none listed · Sjbenen Advisory, LLC: Interactive Brokers, Schwab