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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):+ A.g.p / Alliance Global Partners $2.95B · Westport, CT+ Creative Financial Designs, Inc. $2.94B · Kokomo, IN+ Sunbelt Securities $2.64B · Houston, TX+ Icon Wealth Partners $2.58B · Houston, TX
Houston, TX
Houston, TX
Plano, TX
Assets under management$2.8B$3.1B$2.96B
Asset growth, last 2 years+38%+60%+31%
Advisory staff111116
Individual clients109336968
Assets per client$25.7M$9.2M$3.1M
Clients per advisor103161
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio13816

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

ToolPaul Comstock PartnersEagle Global Advisors LLCSfmg Wealth Advisors
Client Data Gathering
PreciseFP––Uses it
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion––Uses it

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