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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+ Cmg Wealth Management $379.4M · Plano, TX
San Antonio, TX
Eastland, TX
Plano, TX
Assets under management$399.8M$424.3M$378.6M
Asset growth, last 2 years+42%+48%+41%
Advisory staff494
Individual clients584556198
Assets per client$685K$763K$1.9M
Clients per advisor1466250
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120162012 or earlier
Tools in their stack1–2
People on Advicer.bio2114

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, LLCLegacy Consulting Group
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles SchwabUses it––
Website Builders
Squarespace––Uses it

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