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 Austin Asset (swap one in):+ The Fiduciary Group $1.97B · Savannah, GA+ The Norden Group LLC $1.97B · Provo, UT+ Intrua Financial $1.75B · Houston, TX+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX
Austin, TX
Houston, TX
Dallas, TX
Assets under management$1.87B$2B$1.99B
Asset growth, last 2 years+48%+28%+120%
Advisory staff132638
Individual clients4471,3591,757
Assets per client$4.2M$1.5M$1.1M
Clients per advisor345246
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack––1
People on Advicer.bio153036

From each firm's latest Form ADV (Feb 2026, Aug 2026, 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.

ToolAustin AssetCorda Investment Management, LLCBalefire, LLC
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Austin Asset: Schwab, Fidelity · Corda Investment Management, LLC: Schwab · Balefire, LLC: Schwab