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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 Joseph John Hasson Jr (swap one in):+ Brown and Brown Financial Services, Inc. $91.2M · Dallas, TX+ Concert Investment Advisory LLC $91.1M+ Manent Capital $82.4M+ The Private Family Advisors, LLC $82.4M · St. Louis, MO
Short Hills, NJ
Assets under management$86.8M$91.1M$91.2M
Asset growth, last 2 years−8%––
Advisory staff123
Individual clients356215
Assets per client$2.5M$1.5M$6.1M
Clients per advisor35315
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–1–
People on Advicer.bio–33

From each firm's latest Form ADV (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.

ToolJoseph John Hasson JrXpotential Inc.Smithbrook, LLC
Custodial Platform
Interactive Brokers–Uses it–