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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 Wela Financial Advisory (swap one in):+ Plan Group Financial, Inc. $690.3M · Oklahoma City, OK+ West Branch Capital LLC $690.1M · Amherst, MA+ Fca Corp $623.1M · Houston, TX+ Corus Family Wealth Advisors, Inc. $619.5M · Mckinney, TX
San Antonio, TX
El Paso, TX
Fort Worth, TX
Assets under management$657.1M$700.3M$696.3M
Asset growth, last 2 years+30%+27%+12%
Advisory staff356
Individual clients437367280
Assets per client$1.5M$1.9M$2.5M
Clients per advisor1467347
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack5–1
People on Advicer.bio6126

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

ToolWela Financial AdvisoryLauterbach Financial Advisors, LLCDiesslin Group, Inc.
Website Builders
Squarespace––Uses it
WebflowUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wela Financial Advisory: Schwab · Lauterbach Financial Advisors, LLC: Schwab · Diesslin Group, Inc.: Schwab, Fidelity