Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Goalvest Advisory LLC $777.6M · New York, NY+ Bcm Advisors, LLC $775.7M · Lafayette, LA
Baton Rouge, LA
New Orleans, LA
Birmingham, AL
Assets under management$819.1M$876.3M$776.4M
Asset growth, last 2 years+187%+55%+31%
Advisory staff7610
Individual clients1836671,114
Assets per client$4.5M$1.3M$697K
Clients per advisor26111111
Main custodianFidelitySchwabFidelity
Filing with the SEC since201920192012 or earlier
Tools in their stack324
People on Advicer.bio7610

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

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 ManagementMeld Financial, Inc.
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
FMG (FMG Suite)Uses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses itUses it

Custodians on Form ADV: Abel Hall, LLC: Fidelity · Montz Harcus Wealth Management: Schwab · Meld Financial, Inc.: Fidelity