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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 Summa Corp. (swap one in):+ Orange Investment Advisors, Inc. $1.67B · Goshen, NY+ Armstrong Advisory Group Inc. $1.67B · Needham, MA+ Wallace Capital Management, Inc. $1.49B · Dallas, TX+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX
The Woodlands, TX
Fort Worth, TX
Grand Island, NE
Assets under management$1.59B$1.67B$1.5B
Asset growth, last 2 years+339%+19%+50%
Advisory staff3521
Individual clients84152,189
Assets per client$18.9M$111.6M$686K
Clients per advisor283104
Main custodianInteractive BrokersFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio3622

From each firm's latest Form ADV (Sep 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.

ToolSumma Corp.Tailwind AdvisorsAllen Capital Group, LLC
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Summa Corp.: Interactive Brokers, UBS, J.P. Morgan, Banco Santander (Suisse) S.a. · Tailwind Advisors: Fidelity, J.P. Morgan · Allen Capital Group, LLC: Schwab