Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Provenio Capital $1.63B · Newport Beach, CA+ Tom Johnson Investment Management, LLC $1.63B · Oklahoma City, OK+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX
Dallas, TX
Fort Worth, TX
Lancaster, PA
Assets under management$1.55B$1.67B$1.63B
Asset growth, last 2 years+19%+19%+22%
Advisory staff3510
Individual clients20015994
Assets per client$7.8M$111.6M$1.6M
Clients per advisor67399
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack123
People on Advicer.bio3612

From each firm's latest Form ADV (Mar 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 AdvisorsRodgers & Associates
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Performance Reporting
Addepar–Uses it–
AssetBook––Uses it
CRM
Envestnet TamaracUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Annandale Capital, LLC: Schwab · Tailwind Advisors: Fidelity, J.P. Morgan · Rodgers & Associates: Schwab, Fidelity