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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+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX
Dallas, TX
Fort Worth, TX
The Woodlands, TX
Assets under management$1.55B$1.67B$1.44B
Asset growth, last 2 years+19%+19%+94%
Advisory staff3514
Individual clients20015884
Assets per client$7.8M$111.6M$1.6M
Clients per advisor67363
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack12–
People on Advicer.bio3619

From each firm's latest Form ADV (Mar 2026, Oct 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 AdvisorsRhame & Gorrell Wealth Management
CRM
Envestnet TamaracUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Annandale Capital, LLC: Schwab · Tailwind Advisors: Fidelity, J.P. Morgan · Rhame & Gorrell Wealth Management: Schwab