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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):+ Boulder Asset Management $426.1M · Englewood, CO+ Cypress Capital, LLC $426M · Franklin, TN+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI+ Promus Advisors $384.6M · Dallas, TX
Dallas, TX
Fort Worth, TX
Radnor, PA
Assets under management$405.5M$430.4M$426M
Asset growth, last 2 years+32%+73%+25%
Advisory staff557
Individual clients55429259
Assets per client$7.4M$1M$1.6M
Clients per advisor118637
Main custodianRaymond JamesPershingRaymond James
Filing with the SEC since202120192012 or earlier
Tools in their stack142
People on Advicer.bio487

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

ToolPalogic Value Management, L.p.Swmg, LLCTgs Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
CRM
Salesforce––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
WixUses it––

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