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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):+ Fireside Capital Advisors $236.6M · Dallas, TX+ Lanier Financial Group LLC $236.2M · Athens, GA+ Daniels & Erickson Financial Advisors, LLC $213.6M · Dallas, TX+ Floyd Capital Management $213.5M · Texarkana, TX
Dallas, TX
Austin, TX
Midland, TX
Assets under management$224.9M$237.3M$237.3M
Asset growth, last 2 years+15%+100%+156%
Advisory staff292
Individual clients7745696
Assets per client$2.9M$520K$2.5M
Clients per advisor395148
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20212020
Tools in their stack–1–
People on Advicer.bio2102

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCRedemption Capital
Schedule Apps
Calendly–Uses it–

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