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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 Bentoak Capital (swap one in):+ Perryman Financial Advisory, Inc. $1.02B · Dallas, TX+ Breakwater Capital Group $1.02B · Paramus, NJ+ Goodman Financial Corporation $915.9M · Houston, TX+ Briaud Financial Advisors $912.8M · College Station, TX
Weatherford, TX
Fort Worth, TX
Farmington, MI
Assets under management$969.8M$1.04B$1.02B
Asset growth, last 2 years+105%+18%+63%
Advisory staff19645
Individual clients7744114,363
Assets per client$1.3M$2.5M$234K
Clients per advisor416997
Main custodianLPL FinancialMatrix TrustSchwab
Filing with the SEC since20142012 or earlier2015
Tools in their stack3–1
People on Advicer.bio19841

From each firm's latest Form ADV (Sep 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.

ToolBentoak CapitalRogers Wealth Group, Inc.Asset Allocation Strategies, LLC
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
GRemindersUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Bentoak Capital: LPL Financial · Rogers Wealth Group, Inc.: Matrix Trust, Schwab · Asset Allocation Strategies, LLC: Schwab, Ipx Trust