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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):+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL+ Elite Wealth Management, Inc. $861.3M · Kirkland, WA+ Goalvest Advisory LLC $777.6M · New York, NY+ Bcm Advisors, LLC $775.7M · Lafayette, LA
Baton Rouge, LA
New Orleans, LA
Palm Desert, CA
Assets under management$819.1M$876.3M$860.7M
Asset growth, last 2 years+187%+55%+61%
Advisory staff7611
Individual clients183667531
Assets per client$4.5M$1.3M$1.6M
Clients per advisor2611148
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920192021
Tools in their stack32–
People on Advicer.bio7611

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 ManagementKeystone Private Wealth
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
FMG (FMG Suite)Uses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

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