Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Sammons Wealth (swap one in):+ Signature Financial Advisors $68.1M · Houston, TX+ Clearpoint Wealth Management $68M · Colleyville, TX+ Rjg Financial $61M · Dallas, TX+ Chadwick Financial $61M · Colleyville, TX
Dallas, TX
Houston, TX
Lubbock, TX
Assets under management$64.4M$67.9M$67.8M
Asset growth, last 2 years–+22%–
Advisory staff122
Individual clients3373130
Assets per client$2M$930K$521K
Clients per advisor333765
Main custodian–Hilltop–
Filing with the SEC since20262012 or earlier2026
Tools in their stack–2–
People on Advicer.bio122

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

ToolSammons WealthTri-Star Advisors, Inc.Alpha Capital LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Sammons Wealth: none listed · Tri-Star Advisors, Inc.: Hilltop · Alpha Capital LLC: none listed