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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+ Cfo4life $1.94B · Coppell, TX+ Intrua Financial $1.75B · Houston, TX+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX
Houston, TX
Dallas, TX
Bloomfield Hills, MI
Assets under management$1.84B$1.99B$1.94B
Asset growth, last 2 years+49%+120%+25%
Advisory staff173811
Individual clients1,2351,757660
Assets per client$1.5M$1.1M$2.9M
Clients per advisor734660
Main custodianFidelitySchwabSchwab
Filing with the SEC since201320132012 or earlier
Tools in their stack–11
People on Advicer.bio143610

From each firm's latest Form ADV (Jul 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.

ToolRIA AdvisorsBalefire, LLCDiversified Portfolios, Inc.
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: RIA Advisors: Fidelity · Balefire, LLC: Schwab · Diversified Portfolios, Inc.: Schwab