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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 Cowan Capital Advisors (swap one in):+ H R Financial Services, Inc. $15.8M+ Csg Financial $15.8M · Dover, DE+ Barbara S. Gault $14.2M+ Heritage Private Wealth $14.2M · Nashville, TN
Beaumont, TX
Assets under management$15M$15.8M$14.2M
Asset growth, last 2 years+285%––
Advisory staff112
Individual clients673122
Assets per client$2.5M$216K$117K
Clients per advisor67361
Main custodianAltruist––
Filing with the SEC since202320262026
Tools in their stack3––
People on Advicer.bio112

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

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.

ToolCowan Capital AdvisorsTao FinancialAsset Growth Associates Wealth Advisors
Custodial Platform
AltruistUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Cowan Capital Advisors: Altruist · Tao Financial: none listed · Asset Growth Associates Wealth Advisors: none listed