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 Beam Wealth Advisors, Inc. (swap one in):+ Nevastar Finance LTD $1.68B · London+ Clearwater Capital Partners $1.68B · Hoffman Estates, IL+ Townsend $1.52B · Westminster, CO+ Robinhood Asset Management $1.52B · Menlo Park, CA
Covington, LA
Ruston, LA
Warrendale, PA
Assets under management$1.6B$1.71B$1.69B
Asset growth, last 2 years+177%+25%+91%
Advisory staff27126
Individual clients2,2071,410530
Assets per client$725K$1.2M$3.2M
Clients per advisor8211888
Main custodianFidelityArgent Trust CompanyWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack22–
People on Advicer.bio25137

From each firm's latest Form ADV (Aug 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.

ToolBeam Wealth Advisors, Inc.Argent Advisors, Inc.Petredis Investment Advisors
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Beam Wealth Advisors, Inc.: Fidelity, Schwab · Argent Advisors, Inc.: Argent Trust Company, Fidelity · Petredis Investment Advisors: Wells Fargo