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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 Beacon Trust (swap one in):+ Mcf Advisors, LLC $4.68B · Lexington, KY+ Bragg Financial Advisors Inc $4.67B · Charlotte, NC+ Halbert Hargrove $4.2B · Long Beach, CA+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA
Morristown, NJ
Mt. Laurel, NJ
Memphis, TN
Assets under management$4.44B$4.73B$4.21B
Asset growth, last 2 years+11%+23%−45%
Advisory staff436172
Individual clients2,83010010,096
Assets per client$1.6M$47.3M$417K
Clients per advisor661759
Main custodian––Fidelity
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack311
People on Advicer.bio316169

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

ToolBeacon TrustBc Advisors, LLCB. Riley Wealth Advisors, Inc.
CRM
Envestnet TamaracUses it––
SalesforceUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Beacon Trust: none listed · Bc Advisors, LLC: none listed · B. Riley Wealth Advisors, Inc.: Fidelity, Wells Fargo