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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+ Gerald Baker Financial Group, L.l.c.dba Baker Financial Services $909.3M · Arlington, TX
Weatherford, TX
Fort Worth, TX
College Station, TX
Assets under management$969.8M$1.04B$912.8M
Asset growth, last 2 years+105%+18%+29%
Advisory staff1966
Individual clients774411278
Assets per client$1.3M$2.5M$3.3M
Clients per advisor416946
Main custodianLPL FinancialMatrix TrustSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack3–2
People on Advicer.bio1986

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.Briaud Financial Advisors
CRM
HubSpotUses it–Uses it
SS&C Black Diamond––Uses 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 · Briaud Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC