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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 Avion Wealth (swap one in):+ William Mack & Associates Inc $1.03B · Troy, MI+ Sterling Investment Counsel, LLC $1.03B · Buffalo, NY+ Vaquero Private Wealth, LTD. $928.9M · Dallas, TX+ Strategic Financial Concepts, LLC $927.7M · San Antonio, TX
The Woodlands, TX
College Station, TX
Fort Worth, TX
Assets under management$984.6M$1.05B$1.04B
Asset growth, last 2 years+26%+54%+18%
Advisory staff8146
Individual clients300437411
Assets per client$3.3M$2.4M$2.5M
Clients per advisor383169
Main custodianSchwabSchwabMatrix Trust
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack62–
People on Advicer.bio12138

From each firm's latest Form ADV (Aug 2026, Oct 2026, Mar 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.

ToolAvion WealthParagon Financial AdvisorsRogers Wealth Group, Inc.
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
BoxUses it––
CRM
Envestnet TamaracUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Avion Wealth: Schwab, Fidelity · Paragon Financial Advisors: Schwab · Rogers Wealth Group, Inc.: Matrix Trust, Schwab