Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Delegate Advisors, LLC $1.71B · Chapel Hill, NC
Flower Mound, TX
Coppell, TX
Fort Worth, TX
Assets under management$1.81B$1.94B$1.67B
Asset growth, last 2 years+103%+3%+19%
Advisory staff22145
Individual clients1,07887715
Assets per client$1.7M$2.2M$111.6M
Clients per advisor49633
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since202120172012 or earlier
Tools in their stack––2
People on Advicer.bio23136

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

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 ManagementCfo4lifeTailwind Advisors
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Gds Wealth Management: Raymond James · Cfo4life: Schwab, Principal Trust Company, Fidelity · Tailwind Advisors: Fidelity, J.P. Morgan