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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 Goodman Financial Corporation (swap one in):+ Bentoak Capital $969.8M · Weatherford, TX+ Grace & White, Inc $964.2M · New York, NY+ Atlas Capital Management Corp $869.8M · Ft Wayne, IN+ Probity Advisors, Inc. $859.4M · Dallas, TX
Houston, TX
The Woodlands, TX
Dallas, TX
Assets under management$915.9M$984.6M$852M
Asset growth, last 2 years+31%+26%+23%
Advisory staff16811
Individual clients2743001,178
Assets per client$3.3M$3.3M$723K
Clients per advisor1738107
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–6–
People on Advicer.bio151210

From each firm's latest Form ADV (Apr 2026, Aug 2026, May 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.

ToolGoodman Financial CorporationAvion WealthApeiron
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Goodman Financial Corporation: Schwab, Fidelity · Avion Wealth: Schwab, Fidelity · Apeiron: Schwab, SEI