Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ B. Riley Wealth Advisors, Inc. $4.21B · Memphis, TN+ Halbert Hargrove $4.2B · Long Beach, CA
Morristown, NJ
Mt. Laurel, NJ
Thomasville, GA
Assets under management$4.44B$4.73B$4.2B
Asset growth, last 2 years+11%+23%+12%
Advisory staff4366
Individual clients2,830100281
Assets per client$1.6M$47.3M$14.9M
Clients per advisor661747
Main custodian––Schwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio3168

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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, LLCSoutheast Asset Advisors, LLC
CRM
Envestnet TamaracUses it––
SalesforceUses it––
Custodial Platform
Charles SchwabUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Beacon Trust: none listed · Bc Advisors, LLC: none listed · Southeast Asset Advisors, LLC: Schwab, Regions Bank, U.s. Trust, Bank of America N.a.