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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+ Asset Allocation Strategies, LLC $1.02B · Farmington, MI+ Goodman Financial Corporation $915.9M · Houston, TX+ Briaud Financial Advisors $912.8M · College Station, TX
Weatherford, TX
Fort Worth, TX
Paramus, NJ
Assets under management$969.8M$1.04B$1.02B
Asset growth, last 2 years+105%+18%+76%
Advisory staff1964
Individual clients774411370
Assets per client$1.3M$2.5M$2.8M
Clients per advisor416993
Main custodianLPL FinancialMatrix TrustSchwab
Filing with the SEC since20142012 or earlier2022
Tools in their stack3––
People on Advicer.bio1985

From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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.Breakwater Capital Group
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Bentoak Capital: LPL Financial · Rogers Wealth Group, Inc.: Matrix Trust, Schwab · Breakwater Capital Group: Schwab