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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+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA+ Meridian Wealth Advisors, LLC $1.74B · Austin, TX
Houston, TX
Dallas, TX
Houston, TX
Assets under management$1.84B$1.99B$1.75B
Asset growth, last 2 years+49%+120%+5%
Advisory staff173838
Individual clients1,2351,7573,347
Assets per client$1.5M$1.1M$522K
Clients per advisor734688
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since201320132015
Tools in their stack–16
People on Advicer.bio143636

From each firm's latest Form ADV (Jul 2026, Mar 2026, Oct 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, LLCIntrua Financial
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
CRM
HubSpot––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: RIA Advisors: Fidelity · Balefire, LLC: Schwab · Intrua Financial: LPL Financial, Schwab