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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 Gds Wealth Management (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
Flower Mound, TX
Coppell, TX
Chapel Hill, NC
Assets under management$1.81B$1.94B$1.71B
Asset growth, last 2 years+103%+3%+90%
Advisory staff221413
Individual clients1,07887742
Assets per client$1.7M$2.2M$40.8M
Clients per advisor49633
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since202120172012 or earlier
Tools in their stack–––
People on Advicer.bio23131

From each firm's latest Form ADV (Oct 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Gds Wealth Management: Raymond James · Cfo4life: Schwab, Principal Trust Company, Fidelity · Delegate Advisors, LLC: Fidelity