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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 Annandale Capital, LLC (swap one in):+ Tom Johnson Investment Management, LLC $1.63B · Oklahoma City, OK+ Rodgers & Associates $1.63B · Lancaster, PA+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX
Dallas, TX
Fort Worth, TX
Newport Beach, CA
Assets under management$1.55B$1.67B$1.63B
Asset growth, last 2 years+19%+19%–
Advisory staff356
Individual clients2001594
Assets per client$7.8M$111.6M$17.4M
Clients per advisor67316
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack121
People on Advicer.bio361

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolAnnandale Capital, LLCTailwind AdvisorsProvenio Capital
CRM
Envestnet TamaracUses it––
Performance Reporting
Addepar–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Annandale Capital, LLC: Schwab · Tailwind Advisors: Fidelity, J.P. Morgan · Provenio Capital: none listed