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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+ Allen Capital Group, LLC $1.5B · Grand Island, NE+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX
The Woodlands, TX
Fort Worth, TX
Dallas, TX
Assets under management$1.59B$1.67B$1.49B
Asset growth, last 2 years+339%+19%+25%
Advisory staff356
Individual clients8415415
Assets per client$18.9M$111.6M$3.6M
Clients per advisor28369
Main custodianInteractive BrokersFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio363

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 AdvisorsWallace Capital Management, Inc.
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 · Wallace Capital Management, Inc.: Fidelity, Schwab, Merrill