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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 Aci Wealth Advisors (swap one in):+ Monument Investments Inc. $44M · Albany, TX+ Sector Logic, LP $43.8M · Santa Ana, CA+ Southwestern Advisory Group LLC $39.4M · Stephenville, TX+ Access Financial Group, LLC $39.3M · Mount Vernon, TX
Dallas, TX
San Antonio, TX
Round Rock, TX
Assets under management$41.7M$44.1M$39.2M
Asset growth, last 2 years–+297%–
Advisory staff113
Individual clients305891
Assets per client$1.4M$760K$431K
Clients per advisor305830
Main custodian–Schwab–
Filing with the SEC since202620182026
Tools in their stack1––
People on Advicer.bio113

From each firm's latest Form ADV (Mar 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

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.

ToolAci Wealth AdvisorsComposedpro, Inc.Symphony Retirement Partners LLC
Portfolio Management
BlueleafUses it––

Custodians on Form ADV: Aci Wealth Advisors: none listed · Composedpro, Inc.: Schwab · Symphony Retirement Partners LLC: none listed