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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+ Goldstein Advisors, LLC $1.08B · Madison, WI+ The Arkansas Financial Group, Inc. $971.1M · Little Rock, AR+ Hexagon Capital Partners, LLC $965M · Rogers, AR
Little Rock, AR
Newtown Square, PA
La Grange, IL
Assets under management$1.02B$1.08B$1.08B
Asset growth, last 2 years+44%+54%+38%
Advisory staff696
Individual clients3293411,280
Assets per client$3.1M$3.2M$841K
Clients per advisor5538213
Main custodianRaymond JamesSchwabLPL Financial
Filing with the SEC since201920142014
Tools in their stack–7–
People on Advicer.bio796

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.

ToolBass and Bell, Inc.Concentus Wealth AdvisorsHorizon Wealth Management
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–

Custodians on Form ADV: Bass and Bell, Inc.: Raymond James · Concentus Wealth Advisors: Schwab · Horizon Wealth Management: LPL Financial