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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+ Delegate Advisors, LLC $1.71B · Chapel Hill, NC+ Tailwind Advisors $1.67B · Fort Worth, TX
Flower Mound, TX
Coppell, TX
Rochester, NY
Assets under management$1.81B$1.94B$1.72B
Asset growth, last 2 years+103%+3%+47%
Advisory staff221450
Individual clients1,0788773,513
Assets per client$1.7M$2.2M$489K
Clients per advisor496370
Main custodianRaymond JamesSchwab–
Filing with the SEC since202120172012 or earlier
Tools in their stack––3
People on Advicer.bio231332

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

ToolGds Wealth ManagementCfo4lifeNovem Group
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Gds Wealth Management: Raymond James · Cfo4life: Schwab, Principal Trust Company, Fidelity · Novem Group: none listed