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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 1776 Wealth LLC (swap one in):+ Guardian Wealth Management, LLC $411.1M · Chattanooga, TN+ Everest Private Wealth $410.8M · Cupertino, CA+ Invicta Financial Group $371.1M · Yuma, AZ+ Craig Duvarney, CFP $371M
Sandy Springs, GA
Decatur, GA
Oklahoma City, OK
Assets under management$390.8M$415.2M$410.6M
Asset growth, last 2 years+9%+27%+33%
Advisory staff257
Individual clients75332472
Assets per client$5.2M$1.3M$870K
Clients per advisor386667
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since201720182012 or earlier
Tools in their stack––2
People on Advicer.bio267

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

Tool1776 Wealth LLCFerguson Shapiro LLCAccess Financial Resources Inc.
Financial Planning
eMoney––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: 1776 Wealth LLC: Raymond James · Ferguson Shapiro LLC: Schwab · Access Financial Resources Inc.: Fidelity