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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 RIA Advisors (swap one in):+ Corda Investment Management, LLC $2B · Houston, TX+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI+ Intrua Financial $1.75B · Houston, TX+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX
Houston, TX
Dallas, TX
Coppell, TX
Assets under management$1.84B$1.99B$1.94B
Asset growth, last 2 years+49%+120%+3%
Advisory staff173814
Individual clients1,2351,757877
Assets per client$1.5M$1.1M$2.2M
Clients per advisor734663
Main custodianFidelitySchwabSchwab
Filing with the SEC since201320132017
Tools in their stack–1–
People on Advicer.bio143613

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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.

ToolRIA AdvisorsBalefire, LLCCfo4life
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: RIA Advisors: Fidelity · Balefire, LLC: Schwab · Cfo4life: Schwab, Principal Trust Company, Fidelity