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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+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX+ Adell Harriman & Carpenter $2.09B · Houston, TX
Austin, TX
Austin, TX
Austin, TX
Assets under management$2.26B$2.46B$2.15B
Asset growth, last 2 years+74%+27%+438%
Advisory staff441059
Individual clients2,609688852
Assets per client$867K$3.6M$2.5M
Clients per advisor596914
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–110
People on Advicer.bio571064

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, LLCRoot Financial Partners
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Client File Sharing
Box––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
HubSpot––Uses it
Estate Planning
Vanilla––Uses it
Portfolio Management
Orion–Uses it–
Project Management
Monday.com––Uses it
Tax Planning
Holistiplan––Uses it

Custodians on Form ADV: Waterloo Capital: Schwab, Fidelity · Oxbow Advisors, LLC: Schwab, Wells Fargo · Root Financial Partners: Schwab, Altruist