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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+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL
Coral Gables, FL
Naples, FL
Jacksonville, FL
Assets under management$4.13B$4.51B$3.81B
Asset growth, last 2 years+23%+78%+15%
Advisory staff5354
Individual clients271,875591
Assets per client$153.1M$2.4M$6.4M
Clients per advisor554148
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack11–
People on Advicer.bio–494

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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 GroupTimucuan Asset Management Inc
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Archpoint Investors: Schwab, J.P. Morgan · Cwa Asset Management Group: Schwab · Timucuan Asset Management Inc: Fidelity, Wells Fargo