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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+ Secure Financial Management $399.8M · San Antonio, TX+ Pioneer Wealth Management Group $399.2M · Austin, TX
Eastland, TX
Houston, TX
The Woodlands, TX
Assets under management$424.3M$448.1M$399.4M
Asset growth, last 2 years+48%+25%+23%
Advisory staff932
Individual clients556193381
Assets per client$763K$2.3M$1M
Clients per advisor6264191
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2018
Tools in their stack–31
People on Advicer.bio1142

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

ToolSmart Money Group, LLCAdvocates Wealth PlanningThreadgill Financial, LLC
CRM
Envestnet Tamarac–Uses it–
Digital Marketing
Snappy Kraken––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 · Threadgill Financial, LLC: Schwab