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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 Angelus Investment Consulting, Inc. (swap one in):+ Redemption Capital $237.3M · Midland, TX+ Centennial Advisors, LLC $237.3M · Austin, TX+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL+ Global Trust Wealth Management LLC $213.7M · West Palm Beach, FL
Coral Gables, FL
Tallahassee, FL
Tampa, FL
Assets under management$226M$238.5M$237.7M
Asset growth, last 2 years+26%+63%+95%
Advisory staff253
Individual clients26250248
Assets per client$8.7M$954K$959K
Clients per advisor135083
Main custodianCitiSchwabRaymond James
Filing with the SEC since202320192021
Tools in their stack–21
People on Advicer.bio264

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.

ToolAngelus Investment Consulting, Inc.Smith BruerGolden Road Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Raymond James––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Angelus Investment Consulting, Inc.: Citi, Citi Private Bank, Axos Clearing, Citibanamex, Pershing, Bbva Bancomer · Smith Bruer: Schwab, Ascensus Broker Dealer Services, LLC, Mid Atlantic Trust Company · Golden Road Advisors LLC: Raymond James