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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+ Sjbenen Advisory, LLC $399.9M+ Blue Ridge Wealth Planners $361.7M · Knoxville, TN+ Lifeway Financial Corporation $358.7M · Plano, TX
Houston, TX
Plano, TX
Houston, TX
Assets under management$380.9M$403.1M$358.8M
Asset growth, last 2 years+45%–+34%
Advisory staff253
Individual clients150260262
Assets per client$2.5M$1.6M$1.4M
Clients per advisor755287
Main custodianRaymond James–Schwab
Filing with the SEC since202220242022
Tools in their stack––4
People on Advicer.bio253

From each firm's latest Form ADV (Apr 2026, Jul 2026, Aug 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.

ToolWealth Benefit Advisors, LLCTfr CapitalTsa Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wealth Benefit Advisors, LLC: Raymond James, Schwab · Tfr Capital: none listed · Tsa Wealth Management: Schwab