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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+ Advisory Alpha, LLC $4.37B · Holland, MI+ Timucuan Asset Management Inc $3.81B · Jacksonville, FL+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL
Coral Gables, FL
Naples, FL
Celebration, FL
Assets under management$4.13B$4.51B$4.35B
Asset growth, last 2 years+23%+78%+50%
Advisory staff53588
Individual clients271,87522,240
Assets per client$153.1M$2.4M$196K
Clients per advisor554253
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20142014
Tools in their stack111
People on Advicer.bio–4980

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

ToolArchpoint InvestorsCwa Asset Management GroupGood Life Advisors, LLC
CRM
HubSpot–Uses it–
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Archpoint Investors: Schwab, J.P. Morgan · Cwa Asset Management Group: Schwab · Good Life Advisors, LLC: LPL Financial