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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 Financial Synergies (swap one in):+ Terry Mcdaniel & Company $1.92B · Austin, TX+ Main Management, LLC $1.9B · San Francisco, CA+ Novem Group $1.72B · Rochester, NY+ Tailwind Advisors $1.67B · Fort Worth, TX
Houston, TX
Coppell, TX
Knoxville, TN
Assets under management$1.81B$1.94B$1.91B
Asset growth, last 2 years+41%+3%+35%
Advisory staff161416
Individual clients9278771,518
Assets per client$2M$2.2M$1.3M
Clients per advisor586395
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack4–2
People on Advicer.bio171315

From each firm's latest Form ADV (Jun 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

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.

ToolFinancial SynergiesCfo4lifePatriot Investment Management Group Inc
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Financial Synergies: Schwab, Fidelity · Cfo4life: Schwab, Principal Trust Company, Fidelity · Patriot Investment Management Group Inc: Schwab