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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):+ Scott Capital Partners $970.5M · London+ Bentoak Capital $969.8M · Weatherford, TX+ Cgc Financial Services $875.8M · Lake Oswego, OR+ Alpha Capital Management $871.4M · Austin, TX
Victoria, TX
The Woodlands, TX
New Orleans, LA
Assets under management$923.1M$984.6M$876.3M
Asset growth, last 2 years+31%+26%+55%
Advisory staff886
Individual clients543300667
Assets per client$1.7M$3.3M$1.3M
Clients per advisor6838111
Main custodianWells FargoSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack262
People on Advicer.bio7126

From each firm's latest Form ADV (Mar 2026, Aug 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 WealthMontz Harcus Wealth Management
Custodial Platform
Charles Schwab–Uses itUses it
TradePMRUses it––
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Keller Wealth Advisors: Wells Fargo · Avion Wealth: Schwab, Fidelity · Montz Harcus Wealth Management: Schwab