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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 Root Financial Partners (swap one in):+ Focused Wealth Management, Inc. $2.27B · Newburgh, NY+ Waterloo Capital $2.26B · Austin, TX+ Corda Investment Management, LLC $2B · Houston, TX+ Balefire, LLC $1.99B · Dallas, TX
Austin, TX
Victoria, TX
San Ramon, CA
Assets under management$2.15B$2.27B$2.26B
Asset growth, last 2 years+438%+31%+30%
Advisory staff59914
Individual clients8524481,517
Assets per client$2.5M$5.1M$1.5M
Clients per advisor1450108
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1012
People on Advicer.bio64915

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

ToolRoot Financial PartnersSather Financial Group, Inc.California Financial Advisors
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Financial Planning
HazelUses it––
RightCapital (Right Capital)Uses it––
Client File Sharing
BoxUses it––
Communications Archiving/Monitoring
GreenboardUses it––
Email & Office Suites
Microsoft 365–Uses it–
Estate Planning
VanillaUses it––
Project Management
Monday.comUses it––
Tax Planning
HolistiplanUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Root Financial Partners: Schwab, Altruist · Sather Financial Group, Inc.: Schwab · California Financial Advisors: Schwab