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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 Cfo4life (swap one in):+ Adell Harriman & Carpenter $2.09B · Houston, TX+ Inscription Capital, LLC $2.05B · Houston, TX+ Financial Synergies $1.81B · Houston, TX+ Gds Wealth Management $1.81B · Flower Mound, TX
Coppell, TX
Houston, TX
Dallas, TX
Assets under management$1.94B$2.07B$2.09B
Asset growth, last 2 years+3%+47%+182%
Advisory staff14539
Individual clients8772212,690
Assets per client$2.2M$9.4M$779K
Clients per advisor634469
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20172012 or earlier2022
Tools in their stack–––
People on Advicer.bio13355

From each firm's latest Form ADV (Jun 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cfo4life: Schwab, Principal Trust Company, Fidelity · Segment Wealth Management, LLC: Schwab · Ascentis Independent Advisors, LLC: Raymond James, Schwab