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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 Bacon & Company (swap one in):+ Bella Wealth Management, LLC $73.7M · Roswell, GA+ Mountain View Financial Advisors $73.6M+ 4th River Financial Group, Inc. $66.6M · Wexford, PA+ Advent Capital LLC $66.6M · Roseville, CA
Mckinney, TX
Assets under management$70.1M$73.6M$73.6M
Asset growth, last 2 years+81%––
Advisory staff133
Individual clients5415391
Assets per client$1.3M$481K$809K
Clients per advisor545130
Main custodian–––
Filing with the SEC since2012 or earlier20262024
Tools in their stack––4
People on Advicer.bio–33

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

ToolBacon & CompanyGrow With MeAlign Financial Advisors, LLC
Client Texting
CurrentClient––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Blueleaf––Uses it