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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):+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX+ Adell Harriman & Carpenter $2.09B · Houston, TX+ Financial Synergies $1.81B · Houston, TX+ Gds Wealth Management $1.81B · Flower Mound, TX
Coppell, TX
Houston, TX
Houston, TX
Assets under management$1.94B$2.07B$2.05B
Asset growth, last 2 years+3%+47%+60%
Advisory staff14514
Individual clients877221414
Assets per client$2.2M$9.4M$4.9M
Clients per advisor634430
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2018
Tools in their stack–––
People on Advicer.bio13311

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

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 · Inscription Capital, LLC: Fidelity, Schwab