Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Probity Advisors, Inc. $859.4M · Dallas, TX+ Apeiron $852M · Dallas, TX
College Station, TX
Weatherford, TX
Eugene, OR
Assets under management$912.8M$969.8M$959.4M
Asset growth, last 2 years+29%+105%+37%
Advisory staff61910
Individual clients278774460
Assets per client$3.3M$1.3M$2.1M
Clients per advisor464146
Main custodianSchwabLPL FinancialPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack233
People on Advicer.bio61910

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 CapitalRoehl & Yi Investment Advisors, LLC
CRM
HubSpotUses itUses it–
SS&C Black DiamondUses it–Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Custodial Platform
NetX360 (Pershing)––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 · Roehl & Yi Investment Advisors, LLC: Pershing, Schwab