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.

Prestonwood Capital Management, LLC
Candor Asset Advisors, LLC
Csg Financial

Similar in size to Prestonwood Capital Management, LLC (swap one in):+ H R Financial Services, Inc. $15.8M + Tao Financial $15.8M + Barbara S. Gault $14.2M + Asset Growth Associates Wealth Advisors $14.2M · Beaumont, TX

	Prestonwood Capital Management, LLC Plano, TX	Candor Asset Advisors, LLC Austin, TX	Csg Financial Dover, DE
Assets under management	$15M	$15.8M	$15.8M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	3
Individual clients	18	36	62
Assets per client	$833K	$440K	$254K
Clients per advisor	18	36	21
Main custodian	–	–	–
Filing with the SEC since	2025	2026	2026
Tools in their stack	–	4	2
People on Advicer.bio	1	1	3

From each firm's latest Form ADV (Feb 2025, Jun 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.