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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+ John Hancock Personal Financial Services, LLC $2.2B · Boston, MA+ Cfo4life $1.94B · Coppell, TX+ Terry Mcdaniel & Company $1.92B · Austin, TX
Houston, TX
Victoria, TX
New York, NY
Assets under management$2.09B$2.27B$2.2B
Asset growth, last 2 years+57%+31%+27%
Advisory staff596
Individual clients764448–
Assets per client$2.7M$5.1M–
Clients per advisor15350–
Main custodianFidelitySchwabNydig Trust Company LLC
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack111
People on Advicer.bio69–

From each firm's latest Form ADV (Aug 2026, Sep 2026, May 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.Raga Partners LP
Email & Office Suites
Microsoft 365–Uses it–
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Adell Harriman & Carpenter: Fidelity · Sather Financial Group, Inc.: Schwab · Raga Partners LP: Nydig Trust Company LLC