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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 Secure Financial Management (swap one in):+ Genesee Capital Advisors, LLC $420.3M · Auburn, NY+ Exeter Financial, LLC $420.2M · Scottsdale, AZ+ Ironbridge Private Wealth, LLC $379.7M · Austin, TX+ Legacy Consulting Group $378.6M · Plano, TX
San Antonio, TX
Eastland, TX
Plano, TX
Assets under management$399.8M$424.3M$379.4M
Asset growth, last 2 years+42%+48%+21%
Advisory staff495
Individual clients584556325
Assets per client$685K$763K$1.2M
Clients per advisor1466265
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120162020
Tools in their stack1–2
People on Advicer.bio2116

From each firm's latest Form ADV (Aug 2026, Jul 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.

ToolSecure Financial ManagementSmart Money Group, LLCCmg Wealth Management
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Secure Financial Management: Schwab · Smart Money Group, LLC: Schwab · Cmg Wealth Management: Schwab