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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):+ Acima Private Wealth LLC $420.4M · Richmond, VA+ Genesee Capital Advisors, LLC $420.3M · Auburn, NY+ Ironbridge Private Wealth, LLC $379.7M · Austin, TX+ Cmg Wealth Management $379.4M · Plano, TX
San Antonio, TX
Eastland, TX
Scottsdale, AZ
Assets under management$399.8M$424.3M$420.2M
Asset growth, last 2 years+42%+48%+26%
Advisory staff494
Individual clients58455688
Assets per client$685K$763K$4.8M
Clients per advisor1466222
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120162012 or earlier
Tools in their stack1–1
People on Advicer.bio2115

From each firm's latest Form ADV (Aug 2026, Mar 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, LLCExeter Financial, LLC
Custodial Platform
Charles SchwabUses it––
Website Builders
Webflow––Uses it

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