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.

Southwestern Advisory Group LLC
Aci Wealth Advisors
Assurance Wealth Management

Similar in size to Southwestern Advisory Group LLC (swap one in):+ Navigate Financial LLC $41.3M + Pinelight Financial PLLC $41.3M + Allen Wealth Advisors $37.3M · Colleyville, TX + Investments Plus LLC $37.3M · Waco, TX

	Southwestern Advisory Group LLC Stephenville, TX	Aci Wealth Advisors Dallas, TX	Assurance Wealth Management The Woodlands, TX
Assets under management	$39.4M	$41.7M	$37.4M
Asset growth, last 2 years	−2%	–	–
Advisory staff	1	1	1
Individual clients	78	30	56
Assets per client	$504K	$1.4M	$667K
Clients per advisor	78	30	56
Main custodian	–	–	–
Filing with the SEC since	2016	2026	2026
Tools in their stack	1	1	3
People on Advicer.bio	1	1	1

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