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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 Sweetwater Financial Advisors, LLC (swap one in):+ Bearing Financial Advisors, LLC $89.4M · Austin, TX+ Jacques Advisors, LLC $88.6M · Rockville, MD+ Smart Money Financial Advisors, LLC $80.2M · Sterling Heights, MI+ Capital Management Advisors LP $80.1M · Houston, TX
Sugar Land, TX
Tyler, TX
Houston, TX
Assets under management$84.4M$89.4M$89.3M
Asset growth, last 2 years+77%––
Advisory staff211
Individual clients36822844
Assets per client$229K$392K$2M
Clients per advisor18422844
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1––
People on Advicer.bio211

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.

ToolSweetwater Financial Advisors, LLCLegacy GroupSpeight Asset Management, LLC
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sweetwater Financial Advisors, LLC: Schwab · Legacy Group: none listed · Speight Asset Management, LLC: none listed