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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 Capital Advisory Group, Inc. (swap one in):+ Redemption Capital $237.3M · Midland, TX+ Fireside Capital Advisors $236.6M · Dallas, TX+ Daniels & Erickson Financial Advisors, LLC $213.6M · Dallas, TX+ Miai, Inc. $213.3M · Dallas, TX
Dallas, TX
Austin, TX
Texarkana, TX
Assets under management$224.9M$237.3M$213.5M
Asset growth, last 2 years+15%+100%−4%
Advisory staff294
Individual clients77456279
Assets per client$2.9M$520K$765K
Clients per advisor395170
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–1–
People on Advicer.bio2102

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

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.

ToolCapital Advisory Group, Inc.Centennial Advisors, LLCFloyd Capital Management
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Capital Advisory Group, Inc.: Schwab · Centennial Advisors, LLC: Fidelity, Schwab · Floyd Capital Management: Schwab