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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 Paul Comstock Partners (swap one in):+ Sfmg Wealth Advisors $2.96B · Plano, TX+ Creative Financial Designs, Inc. $2.94B · Kokomo, IN+ Mitchell, Mcleod, Pugh & Williams, Inc. $2.66B · Mobile, AL+ Sunbelt Securities $2.64B · Houston, TX
Houston, TX
Houston, TX
Houston, TX
Assets under management$2.8B$3.1B$2.58B
Asset growth, last 2 years+38%+60%+35%
Advisory staff111115
Individual clients109336617
Assets per client$25.7M$9.2M$4.2M
Clients per advisor103141
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–1–
People on Advicer.bio13818

From each firm's latest Form ADV (May 2026, Sep 2026, Apr 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.

ToolPaul Comstock PartnersEagle Global Advisors LLCIcon Wealth Partners
Digital Marketing
Mailchimp–Uses it–

Custodians on Form ADV: Paul Comstock Partners: Schwab, Northern Trust · Eagle Global Advisors LLC: Fidelity, U.S. Bank, SEI · Icon Wealth Partners: Fidelity