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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 Cmc Financial Group, LLC (swap one in):+ The Gardner Group $125.3M · Dallas, TX+ Ata Management Strategies Inc $125.2M · Whitehall, PA+ Hulsey Capital Management, Inc. $113.2M · Heber Springs, AR+ Veltria Advisors Corp. $113.2M · Miami, FL
Atlanta, GA
Atlanta, GA
Assets under management$119.3M$125.3M$125.2M
Asset growth, last 2 years−36%––
Advisory staff326
Individual clients17681235
Assets per client$678K$1.5M$533K
Clients per advisor594139
Main custodianTrade-PMRSchwab–
Filing with the SEC since201820242024
Tools in their stack21–
People on Advicer.bio326

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

ToolCmc Financial Group, LLCBerkeley Advisors, Inc.Bastion Fiduciary
Client File Sharing
ShareFileUses it––
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Cmc Financial Group, LLC: Trade-PMR · Berkeley Advisors, Inc.: Schwab · Bastion Fiduciary: none listed