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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):+ Advisory Alpha, LLC $4.37B · Holland, MI+ 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
Palm Beach Gardens, FL
Assets under management$4.13B$4.51B$4.75B
Asset growth, last 2 years+23%+78%+54%
Advisory staff535448
Individual clients271,87537,763
Assets per client$153.1M$2.4M$126K
Clients per advisor55484
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack11–
People on Advicer.bio–49452

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

ToolArchpoint InvestorsCwa Asset Management GroupGwn Securities Inc.
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Archpoint Investors: Schwab, J.P. Morgan · Cwa Asset Management Group: Schwab · Gwn Securities Inc.: Fidelity, Pershing