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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 Advisor Resource Council (swap one in):+ Frost Investment Services $3.67B · San Antonio, TX+ Stoker Ostler, A Part of Bmo Financial Group $3.67B · Scottsdale, AZ+ Xml Financial Group $3.3B · Bethesda, MD+ Eagle Global Advisors LLC $3.1B · Houston, TX
Dallas, TX
San Antonio, TX
Houston, TX
Assets under management$3.49B$3.87B$3.23B
Asset growth, last 2 years+42%+11%+77%
Advisory staff70717
Individual clients11,699231908
Assets per client$298K$16.7M$3.6M
Clients per advisor1673353
Main custodianLPL FinancialRBCSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack––1
People on Advicer.bio87315

From each firm's latest Form ADV (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.

ToolAdvisor Resource CouncilAlamo Advisors, LPChilton Capital Management LLC
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Advisor Resource Council: LPL Financial, Schwab · Alamo Advisors, LP: RBC, Northern Trust · Chilton Capital Management LLC: Schwab, Pershing