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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):+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA+ Mcf Advisors, LLC $4.68B · Lexington, KY+ B. Riley Wealth Advisors, Inc. $4.21B · Memphis, TN+ Halbert Hargrove $4.2B · Long Beach, CA
Morristown, NJ
Mt. Laurel, NJ
Charlotte, NC
Assets under management$4.44B$4.73B$4.67B
Asset growth, last 2 years+11%+23%+36%
Advisory staff43615
Individual clients2,8301001,537
Assets per client$1.6M$47.3M$3M
Clients per advisor6617102
Main custodian––Pershing
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack313
People on Advicer.bio31615

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 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, LLCBragg Financial Advisors Inc
CRM
Envestnet TamaracUses it–Uses it
SalesforceUses it––
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Beacon Trust: none listed · Bc Advisors, LLC: none listed · Bragg Financial Advisors Inc: Pershing