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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
Syracuse, NY
Assets under management$1.94B$2.07B$1.84B
Asset growth, last 2 years+3%+47%+24%
Advisory staff14513
Individual clients8772211,518
Assets per client$2.2M$9.4M$1.2M
Clients per advisor6344117
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio13311

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

ToolCfo4lifeSegment Wealth Management, LLCRockbridge Investment Management, LLC
CRM
Envestnet Tamarac––Uses it
Digital Marketing
WealthReach––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Cfo4life: Schwab, Principal Trust Company, Fidelity · Segment Wealth Management, LLC: Schwab · Rockbridge Investment Management, LLC: Schwab