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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 Sammons Wealth (swap one in):+ Signature Financial Advisors $68.1M · Houston, TX+ Alpha Capital LLC $67.8M · Lubbock, TX+ Rjg Financial $61M · Dallas, TX+ Chadwick Financial $61M · Colleyville, TX
Dallas, TX
Houston, TX
Colleyville, TX
Assets under management$64.4M$67.9M$68M
Asset growth, last 2 years–+22%–
Advisory staff124
Individual clients337342
Assets per client$2M$930K$1.6M
Clients per advisor333711
Main custodian–Hilltop–
Filing with the SEC since20262012 or earlier2026
Tools in their stack–2–
People on Advicer.bio124

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.Clearpoint Wealth Management
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 · Clearpoint Wealth Management: none listed