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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+ Delegate Advisors, LLC $1.71B · Chapel Hill, NC
Houston, TX
Coppell, TX
Fort Worth, TX
Assets under management$1.81B$1.94B$1.67B
Asset growth, last 2 years+41%+3%+19%
Advisory staff16145
Individual clients92787715
Assets per client$2M$2.2M$111.6M
Clients per advisor58633
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack4–2
People on Advicer.bio17136

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 SynergiesCfo4lifeTailwind Advisors
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Financial Synergies: Schwab, Fidelity · Cfo4life: Schwab, Principal Trust Company, Fidelity · Tailwind Advisors: Fidelity, J.P. Morgan