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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 Keller Wealth Advisors (swap one in):+ The Arkansas Financial Group, Inc. $971.1M · Little Rock, AR+ Scott Capital Partners $970.5M · London+ Montz Harcus Wealth Management $876.3M · New Orleans, LA+ Alpha Capital Management $871.4M · Austin, TX
Victoria, TX
The Woodlands, TX
Weatherford, TX
Assets under management$923.1M$984.6M$969.8M
Asset growth, last 2 years+31%+26%+105%
Advisory staff8819
Individual clients543300774
Assets per client$1.7M$3.3M$1.3M
Clients per advisor683841
Main custodianWells FargoSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack263
People on Advicer.bio71219

From each firm's latest Form ADV (Mar 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.

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

Custodians on Form ADV: Keller Wealth Advisors: Wells Fargo · Avion Wealth: Schwab, Fidelity · Bentoak Capital: LPL Financial