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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 Austin Asset (swap one in):+ Balefire, LLC $1.99B · Dallas, TX+ The Norden Group LLC $1.97B · Provo, UT+ Aegis Capital Corp. $1.78B · New York, NY+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX
Austin, TX
Houston, TX
Houston, TX
Assets under management$1.87B$2B$1.75B
Asset growth, last 2 years+48%+28%+5%
Advisory staff132638
Individual clients4471,3593,347
Assets per client$4.2M$1.5M$522K
Clients per advisor345288
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack––6
People on Advicer.bio153036

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

ToolAustin AssetCorda Investment Management, LLCIntrua Financial
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
CRM
HubSpot––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Austin Asset: Schwab, Fidelity · Corda Investment Management, LLC: Schwab · Intrua Financial: LPL Financial, Schwab