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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
Austin, TX
Assets under management$1.59B$1.67B$1.74B
Asset growth, last 2 years+339%+19%+42%
Advisory staff359
Individual clients8415328
Assets per client$18.9M$111.6M$5.3M
Clients per advisor28336
Main custodianInteractive BrokersFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–22
People on Advicer.bio369

From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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 AdvisorsMeridian Wealth Advisors, LLC
Custodial Platform
Raymond James––Uses it
Performance Reporting
Addepar–Uses itUses 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 · Meridian Wealth Advisors, LLC: Fidelity, Raymond James