Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 The Gardner Group (swap one in):+ Awr Investment Management, LLC $131.6M · San Rafael, CA+ Imprint Wealth LLC $131.6M · Mount Pleasant, SC+ Ld Lowe Wealth Advisory $118.8M · Richardson, TX+ Integra Wealth Advisors, LLC $117.3M · Houston, TX
Dallas, TX
Bryan, TX
San Antonio, TX
Assets under management$125.3M$132.7M$117.9M
Asset growth, last 2 years+122%––
Advisory staff115
Individual clients13359616
Assets per client$942K$2.2M$191K
Clients per advisor13359123
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20242023
Tools in their stack23–
People on Advicer.bio11–

From each firm's latest Form ADV (May 2026, Dec 2024). 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.

ToolThe Gardner GroupCharis Legacy PartnersTexas Financial Advisory
CRM
HubSpot–Uses it–
SalesforceUses it––
Advisor Lead Gen
Fee-Only Network–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: The Gardner Group: none listed · Charis Legacy Partners: Schwab, Vanguard · Texas Financial Advisory: Fidelity, Schwab