Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Hilltop Securities Inc. (swap one in):+ Sunbelt Securities $2.64B · Houston, TX+ The Patriot Financial Group, LLC $2.64B · Walpole, MA+ Smith Moore & Co. $2.37B · Clayton, MO+ Sather Financial Group, Inc. $2.27B · Victoria, TX
Dallas, TX
Dallas, TX
Fort Wayne, IN
Assets under management$2.51B$2.76B$2.64B
Asset growth, last 2 years+34%+205%+51%
Advisory staff922014
Individual clients3,335104888
Assets per client$752K$26.5M$3M
Clients per advisor36563
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–12
People on Advicer.bio1661715

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

ToolHilltop Securities Inc.Turtle Creek Wealth Advisors, LLCPhillips Financial
CRM
SS&C Black Diamond–Uses itUses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Hilltop Securities Inc.: none listed · Turtle Creek Wealth Advisors, LLC: Schwab · Phillips Financial: Fidelity