Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Strategic Portfolio Solutions, LLC (swap one in):+ Certified Financial Strategies Corporation $144.4M · Dallas, TX+ Pmg Family Office, LLC $144M · Plano, TX+ Cgi Wealth Advisors, Inc. $129.4M · Frazer, PA+ Skg Capital Advisors, LLC $129.4M · Albuquerque, NM
Dallas, TX
Montgomery, TX
Naples, FL
Assets under management$136.2M$144.1M$129.4M
Asset growth, last 2 years–+49%+4%
Advisory staff522
Individual clients188160137
Assets per client$725K$901K$944K
Clients per advisor388069
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202012 or earlier
Tools in their stack––2
People on Advicer.bio512

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

ToolStrategic Portfolio Solutions, LLCPaladino WealthAntonetti Capital Management, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Strategic Portfolio Solutions, LLC: Schwab · Paladino Wealth: Schwab · Antonetti Capital Management, LLC: Schwab, Fidelity