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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 Cullen Investment Group (swap one in):+ Roehl & Yi Investment Advisors, LLC $959.4M · Eugene, OR+ Leonard Rickey Investment Advisors, P.l.l.c. $958.1M · Yakima, WA+ Gill Capital Partners $862.4M · Denver, CO+ Gsg Advisors LLC $862.3M · Mount Laurel, NJ
Lafayette, LA
St. Louis, MO
Houston, TX
Assets under management$910M$958M$956.4M
Asset growth, last 2 years+35%+22%+22%
Advisory staff536
Individual clients605380480
Assets per client$1.5M$2.5M$2M
Clients per advisor12112780
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack––2
People on Advicer.bio646

From each firm's latest Form ADV (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

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.

ToolCullen Investment GroupCortland Associates IncMbr Financial
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Cullen Investment Group: Raymond James · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Mbr Financial: Fidelity