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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 Abel Hall, LLC (swap one in):+ Elite Wealth Management, Inc. $861.3M · Kirkland, WA+ Keystone Private Wealth $860.7M · Palm Desert, CA+ Meld Financial, Inc. $776.4M · Birmingham, AL+ Bcm Advisors, LLC $775.7M · Lafayette, LA
Baton Rouge, LA
New Orleans, LA
New York, NY
Assets under management$819.1M$876.3M$777.6M
Asset growth, last 2 years+187%+55%+68%
Advisory staff767
Individual clients183667443
Assets per client$4.5M$1.3M$1.8M
Clients per advisor2611163
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920192019
Tools in their stack325
People on Advicer.bio766

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

ToolAbel Hall, LLCMontz Harcus Wealth ManagementGoalvest Advisory LLC
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
FMG (FMG Suite)Uses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Abel Hall, LLC: Fidelity · Montz Harcus Wealth Management: Schwab · Goalvest Advisory LLC: Schwab