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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):+ Hexagon Capital Partners, LLC $965M · Rogers, AR+ 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
Weatherford, TX
Assets under management$915.9M$984.6M$969.8M
Asset growth, last 2 years+31%+26%+105%
Advisory staff16819
Individual clients274300774
Assets per client$3.3M$3.3M$1.3M
Clients per advisor173841
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–63
People on Advicer.bio151219

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

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 WealthBentoak Capital
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Schedule Apps
Calendly–Uses it–
GReminders––Uses it
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Goodman Financial Corporation: Schwab, Fidelity · Avion Wealth: Schwab, Fidelity · Bentoak Capital: LPL Financial