Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Timucuan Asset Management Inc $3.81B · Jacksonville, FL
Coral Gables, FL
Naples, FL
Fort Lauderdale, FL
Assets under management$4.13B$4.51B$3.63B
Asset growth, last 2 years+23%+78%+39%
Advisory staff53520
Individual clients271,8752,864
Assets per client$153.1M$2.4M$1.3M
Clients per advisor554143
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20142018
Tools in their stack11–
People on Advicer.bio–4918

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 GroupProvenance Wealth Advisors
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Archpoint Investors: Schwab, J.P. Morgan · Cwa Asset Management Group: Schwab · Provenance Wealth Advisors: Raymond James, Empower