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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):+ Gds Wealth Management $1.81B · Flower Mound, TX+ Schaper Benz & Wise Investment Counsel Inc $1.76B · Neenah, WI+ Astra Wealth Management Group $1.57B · Plano, TX+ Per Stirling Capital Management, LLC $1.57B · Austin, TX
Fort Worth, TX
Houston, TX
The Woodlands, TX
Assets under management$1.67B$1.81B$1.59B
Asset growth, last 2 years+19%+41%+339%
Advisory staff5163
Individual clients1592784
Assets per client$111.6M$2M$18.9M
Clients per advisor35828
Main custodianFidelitySchwabInteractive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack24–
People on Advicer.bio6173

From each firm's latest Form ADV (Mar 2026, Jun 2026, Sep 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 SynergiesSumma Corp.
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 · Summa Corp.: Interactive Brokers, UBS, J.P. Morgan, Banco Santander (Suisse) S.a.