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 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+ Adell Harriman & Carpenter $2.09B · Houston, TX
Austin, TX
Austin, TX
Dallas, TX
Assets under management$2.26B$2.46B$2.09B
Asset growth, last 2 years+74%+27%+182%
Advisory staff441039
Individual clients2,6096882,690
Assets per client$867K$3.6M$779K
Clients per advisor596969
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–1–
People on Advicer.bio571055

From each firm's latest Form ADV (Sep 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.

ToolWaterloo CapitalOxbow Advisors, LLCAscentis Independent Advisors, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Waterloo Capital: Schwab, Fidelity · Oxbow Advisors, LLC: Schwab, Wells Fargo · Ascentis Independent Advisors, LLC: Raymond James, Schwab