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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 Archpoint Investors (swap one in):+ Gwn Securities Inc. $4.75B · Palm Beach Gardens, FL+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Timucuan Asset Management Inc $3.81B · Jacksonville, FL+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL
Coral Gables, FL
Naples, FL
Stamford, CT
Assets under management$4.13B$4.51B$3.91B
Asset growth, last 2 years+23%+78%+37%
Advisory staff53511
Individual clients271,8752,095
Assets per client$153.1M$2.4M$1.9M
Clients per advisor554190
Main custodianSchwabSchwabMerrill
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack11–
People on Advicer.bio–4911

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

ToolArchpoint InvestorsCwa Asset Management GroupClinton Investment Management, LLC
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Archpoint Investors: Schwab, J.P. Morgan · Cwa Asset Management Group: Schwab · Clinton Investment Management, LLC: Merrill, Morgan Stanley, Schwab, UBS