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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 Strategic Portfolio Solutions, LLC (swap one in):+ Certified Financial Strategies Corporation $144.4M · Dallas, TX+ Blank Equity Management LLC $143M · Port Washington, NY+ Cgi Wealth Advisors, Inc. $129.4M · Frazer, PA+ Skg Capital Advisors, LLC $129.4M · Albuquerque, NM
Dallas, TX
Montgomery, TX
Plano, TX
Assets under management$136.2M$144.1M$144M
Asset growth, last 2 years–+49%+100%
Advisory staff522
Individual clients18816077
Assets per client$725K$901K$1.9M
Clients per advisor388039
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202020
Tools in their stack–––
People on Advicer.bio512

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Strategic Portfolio Solutions, LLC: Schwab · Paladino Wealth: Schwab · Pmg Family Office, LLC: Schwab