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.
College Station, TX | Weatherford, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $912.8M | $969.8M | $961M |
| Asset growth, last 2 years | +29% | +105% | +246% |
| Advisory staff | 6 | 19 | 6 |
| Individual clients | 278 | 774 | 3,156 |
| Assets per client | $3.3M | $1.3M | $305K |
| Clients per advisor | 46 | 41 | 526 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2019 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 6 | 19 | 6 |
From each firm's latest Form ADV (Oct 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.
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.
Custodians on Form ADV: Briaud Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC · Bentoak Capital: LPL Financial · Intelligent Wealth Solutions LLC: Schwab, Fidelity