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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 Adams Asset Advisors LLC (swap one in):+ Erguz, LLC $889M · The Woodlands, TX+ Strata Wealth Advisors, LLC $886.1M · Dallas, TX+ Folger Nolan Fleming Douglas Incorporated $797.4M · Washington, DC+ Pin Oak Investment Advisors Inc $784.8M · Houston, TX
Dallas, TX
Austin, TX
Dripping Springs, TX
Assets under management$839.4M$885.8M$881.9M
Asset growth, last 2 years+2%+51%+39%
Advisory staff115
Individual clients118267131
Assets per client$7.1M$3.3M$6.7M
Clients per advisor11826726
Main custodianFidelityRaymond JamesFidelity
Filing with the SEC since2012 or earlier20192019
Tools in their stack–1–
People on Advicer.bio225

From each firm's latest Form ADV (Jan 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.

ToolAdams Asset Advisors LLCCfm Wealth Partners LLCOptas, LLC
Custodial Platform
Raymond James–Uses it–

Custodians on Form ADV: Adams Asset Advisors LLC: Fidelity · Cfm Wealth Partners LLC: Raymond James · Optas, LLC: Fidelity