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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 Waterloo Capital (swap one in):+ Warwick Partners $2.48B · Bryan, TX+ Requisite Capital Management LLC $2.43B · Dallas, TX+ Root Financial Partners $2.15B · Austin, TX+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX
Austin, TX
Austin, TX
Houston, TX
Assets under management$2.26B$2.46B$2.09B
Asset growth, last 2 years+74%+27%+57%
Advisory staff44105
Individual clients2,609688764
Assets per client$867K$3.6M$2.7M
Clients per advisor5969153
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio57106

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

ToolWaterloo CapitalOxbow Advisors, LLCAdell Harriman & Carpenter
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Waterloo Capital: Schwab, Fidelity · Oxbow Advisors, LLC: Schwab, Wells Fargo · Adell Harriman & Carpenter: Fidelity