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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 Swmg, LLC (swap one in):+ Rba Wealth Management, LLC $452.1M · Newport Beach, CA+ Blackhawk Capital Partners, LLC $452M · Thiensville, WI+ Fifth Force Management $406.9M · Dallas, TX+ Palogic Value Management, L.p. $405.5M · Dallas, TX
Fort Worth, TX
Houston, TX
Allen, TX
Assets under management$430.4M$455.8M$407.9M
Asset growth, last 2 years+73%+31%+161%
Advisory staff535
Individual clients42971500
Assets per client$1M$6.4M$816K
Clients per advisor8624100
Main custodianPershing–Schwab
Filing with the SEC since20192012 or earlier2022
Tools in their stack4–1
People on Advicer.bio835

From each firm's latest Form ADV (Aug 2026, Apr 2026, Oct 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.

ToolSwmg, LLCCypress Asset Management IncRevere Asset
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
HubSpot––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Swmg, LLC: Pershing, Schwab · Cypress Asset Management Inc: none listed · Revere Asset: Schwab