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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+ Chilton Capital Management LLC $3.23B · Houston, TX+ Eagle Global Advisors LLC $3.1B · Houston, TX
Dallas, TX
San Antonio, TX
Birmingham, AL
Assets under management$3.49B$3.87B$3.68B
Asset growth, last 2 years+42%+11%+33%
Advisory staff70726
Individual clients11,6992311,416
Assets per client$298K$16.7M$2.6M
Clients per advisor1673354
Main custodianLPL FinancialRBCSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–––
People on Advicer.bio87328

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Advisor Resource Council: LPL Financial, Schwab · Alamo Advisors, LP: RBC, Northern Trust · The Welch Group, LLC: Schwab