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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 Wellspring Financial, LLC (swap one in):+ Pac Capital, LLC $72.9M+ Schayot Financial LLC $72.8M · Metairie, LA+ Dmc Wealth Management, LLC $65.9M · Birmingham, AL+ Sensus Investment Management $65.9M · Englewood Cliffs, NJ
San Antonio, TX
Assets under management$69.4M$72.9M$72.9M
Asset growth, last 2 years––+45%
Advisory staff311
Individual clients11229180
Assets per client$619K$2.5M$405K
Clients per advisor3729180
Main custodian–––
Filing with the SEC since202620262016
Tools in their stack–––
People on Advicer.bio311

From each firm's latest Form ADV (Jan 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

Tech stacks

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