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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 Smart Money Group, LLC (swap one in):+ Enzi Wealth $450.9M · Austin, TX+ United Advisors America $446.5M · Prosper, TX+ Threadgill Financial, LLC $399.4M · The Woodlands, TX+ Pioneer Wealth Management Group $399.2M · Austin, TX
Eastland, TX
Houston, TX
San Antonio, TX
Assets under management$424.3M$448.1M$399.8M
Asset growth, last 2 years+48%+25%+42%
Advisory staff934
Individual clients556193584
Assets per client$763K$2.3M$685K
Clients per advisor6264146
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2021
Tools in their stack–31
People on Advicer.bio1142

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.

ToolSmart Money Group, LLCAdvocates Wealth PlanningSecure Financial Management
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Envestnet–Uses it–
Website Builders
Squarespace–Uses it–

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