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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 Southwestern Advisory Group LLC (swap one in):+ Coherent Financial Advisers, LLC $41.3M+ Pinelight Financial PLLC $41.3M+ Assurance Wealth Management $37.4M · The Woodlands, TX+ Allen Wealth Advisors $37.3M · Colleyville, TX
Stephenville, TX
Dallas, TX
Assets under management$39.4M$41.7M$41.3M
Asset growth, last 2 years−2%––
Advisory staff111
Individual clients783045
Assets per client$504K$1.4M$918K
Clients per advisor783045
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack114
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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

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.

ToolSouthwestern Advisory Group LLCAci Wealth AdvisorsNavigate Financial LLC
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Blueleaf–Uses it–