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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 Palogic Value Management, L.p. (swap one in):+ Cypress Capital, LLC $426M · Franklin, TN+ Tgs Financial Advisors $426M · Radnor, PA+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI+ Wittenberg Investment Management Inc $385.2M
Dallas, TX
Fort Worth, TX
Dallas, TX
Assets under management$405.5M$430.4M$384.6M
Asset growth, last 2 years+32%+73%−15%
Advisory staff554
Individual clients5542950
Assets per client$7.4M$1M$7.7M
Clients per advisor118613
Main custodianRaymond JamesPershingPershing
Filing with the SEC since202120192015
Tools in their stack144
People on Advicer.bio484

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

ToolPalogic Value Management, L.p.Swmg, LLCPromus Advisors
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses itUses it
CRM
HubSpot––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Palogic Value Management, L.p.: Raymond James · Swmg, LLC: Pershing, Schwab · Promus Advisors: Pershing