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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):+ John Hancock Personal Financial Services, LLC $2.2B · Boston, MA+ Raga Partners LP $2.2B · New York, NY+ Cfo4life $1.94B · Coppell, TX+ Terry Mcdaniel & Company $1.92B · Austin, TX
Houston, TX
Victoria, TX
Austin, TX
Assets under management$2.09B$2.27B$2.26B
Asset growth, last 2 years+57%+31%+74%
Advisory staff5944
Individual clients7644482,609
Assets per client$2.7M$5.1M$867K
Clients per advisor1535059
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio6957

From each firm's latest Form ADV (Aug 2026, Sep 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.Waterloo Capital
Email & Office Suites
Microsoft 365–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Adell Harriman & Carpenter: Fidelity · Sather Financial Group, Inc.: Schwab · Waterloo Capital: Schwab, Fidelity