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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 Adell Harriman & Carpenter (swap one in):+ Waterloo Capital $2.26B · Austin, TX+ Raga Partners LP $2.2B · New York, NY+ Lee Danner & Bass Inc $1.98B · Nashville, TN+ Terry Mcdaniel & Company $1.92B · Austin, TX
Houston, TX
Victoria, TX
Coppell, TX
Assets under management$2.09B$2.27B$1.94B
Asset growth, last 2 years+57%+31%+3%
Advisory staff5914
Individual clients764448877
Assets per client$2.7M$5.1M$2.2M
Clients per advisor1535063
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack11–
People on Advicer.bio6913

From each firm's latest Form ADV (Aug 2026, Sep 2026, Jun 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.

ToolAdell Harriman & CarpenterSather Financial Group, Inc.Cfo4life
Email & Office Suites
Microsoft 365–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Adell Harriman & Carpenter: Fidelity · Sather Financial Group, Inc.: Schwab · Cfo4life: Schwab, Principal Trust Company, Fidelity