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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):+ Ata Management Strategies Inc $125.2M · Whitehall, PA+ Bastion Fiduciary $125.2M+ Hulsey Capital Management, Inc. $113.2M · Heber Springs, AR+ Veltria Advisors Corp. $113.2M · Miami, FL
Atlanta, GA
Atlanta, GA
Dallas, TX
Assets under management$119.3M$125.3M$125.3M
Asset growth, last 2 years−36%–+122%
Advisory staff321
Individual clients17681133
Assets per client$678K$1.5M$942K
Clients per advisor5941133
Main custodianTrade-PMRSchwab–
Filing with the SEC since201820242012 or earlier
Tools in their stack212
People on Advicer.bio321

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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.The Gardner Group
Client File Sharing
ShareFileUses it––
CRM
Salesforce––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

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