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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+ Apeiron $852M · Dallas, TX
Houston, TX
The Woodlands, TX
Dallas, TX
Assets under management$915.9M$984.6M$859.4M
Asset growth, last 2 years+31%+26%+36%
Advisory staff1687
Individual clients274300543
Assets per client$3.3M$3.3M$1.6M
Clients per advisor173878
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–61
People on Advicer.bio15127

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

ToolGoodman Financial CorporationAvion WealthProbity Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
Orion––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 · Probity Advisors, Inc.: Fidelity, Schwab