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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 Briaud Financial Advisors (swap one in):+ Avion Wealth $984.6M · The Woodlands, TX+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ Vantage Financial Group, Inc. $866.9M · Cleveland, OH+ Apeiron $852M · Dallas, TX
College Station, TX
Weatherford, TX
Dallas, TX
Assets under management$912.8M$969.8M$859.4M
Asset growth, last 2 years+29%+105%+36%
Advisory staff6197
Individual clients278774543
Assets per client$3.3M$1.3M$1.6M
Clients per advisor464178
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack231
People on Advicer.bio6197

From each firm's latest Form ADV (Oct 2026, 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.

ToolBriaud Financial AdvisorsBentoak CapitalProbity Advisors, Inc.
CRM
HubSpotUses itUses it–
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Briaud Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC · Bentoak Capital: LPL Financial · Probity Advisors, Inc.: Fidelity, Schwab