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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 Cmg Wealth Management (swap one in):+ Secure Financial Management $399.8M · San Antonio, TX+ Pioneer Wealth Management Group $399.2M · Austin, TX+ Lifeway Financial Corporation $358.7M · Plano, TX+ Heritage Wealth Management $357.8M · Houston, TX
Plano, TX
The Woodlands, TX
Houston, TX
Assets under management$379.4M$399.4M$358.8M
Asset growth, last 2 years+21%+23%+34%
Advisory staff523
Individual clients325381262
Assets per client$1.2M$1M$1.4M
Clients per advisor6519187
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020182022
Tools in their stack214
People on Advicer.bio623

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

ToolCmg Wealth ManagementThreadgill Financial, LLCTsa Wealth Management
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it–Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Cmg Wealth Management: Schwab · Threadgill Financial, LLC: Schwab · Tsa Wealth Management: Schwab