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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 Bass and Bell, Inc. (swap one in):+ Summit Asset Management LLC $1.08B · Memphis, TN+ Horizon Wealth Management $1.08B · La Grange, IL+ The Arkansas Financial Group, Inc. $971.1M · Little Rock, AR+ Hexagon Capital Partners, LLC $965M · Rogers, AR
Little Rock, AR
Newtown Square, PA
Madison, WI
Assets under management$1.02B$1.08B$1.08B
Asset growth, last 2 years+44%+54%+38%
Advisory staff6910
Individual clients3293411,069
Assets per client$3.1M$3.2M$1M
Clients per advisor5538107
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since201920142022
Tools in their stack–72
People on Advicer.bio7912

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

ToolBass and Bell, Inc.Concentus Wealth AdvisorsGoldstein Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Client File Sharing
Box–Uses it–
Client Portal
Fynancial–Uses it–
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Bass and Bell, Inc.: Raymond James · Concentus Wealth Advisors: Schwab · Goldstein Advisors, LLC: Schwab