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+ Robinhood Asset Management $1.52B · Menlo Park, CA+ Ascent Wealth Partners, LLC $1.52B · New Hartford, NY
Covington, LA
Ruston, LA
Westminster, CO
Assets under management$1.6B$1.71B$1.52B
Asset growth, last 2 years+177%+25%+36%
Advisory staff271211
Individual clients2,2071,4101,514
Assets per client$725K$1.2M$1M
Clients per advisor82118138
Main custodianFidelityArgent Trust CompanyFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio251318

From each firm's latest Form ADV (Aug 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.

ToolBeam Wealth Advisors, Inc.Argent Advisors, Inc.Townsend
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 · Townsend: Fidelity