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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 Tailwind Advisors (swap one in):+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Schaper Benz & Wise Investment Counsel Inc $1.76B · Neenah, WI+ Summa Corp. $1.59B · The Woodlands, TX+ Astra Wealth Management Group $1.57B · Plano, TX
Fort Worth, TX
Houston, TX
Flower Mound, TX
Assets under management$1.67B$1.81B$1.81B
Asset growth, last 2 years+19%+41%+103%
Advisory staff51622
Individual clients159271,078
Assets per client$111.6M$2M$1.7M
Clients per advisor35849
Main custodianFidelitySchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack24–
People on Advicer.bio61723

From each firm's latest Form ADV (Mar 2026, Jun 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.

ToolTailwind AdvisorsFinancial SynergiesGds Wealth Management
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Tailwind Advisors: Fidelity, J.P. Morgan · Financial Synergies: Schwab, Fidelity · Gds Wealth Management: Raymond James