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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 Capital Guard Investments LLC (swap one in):+ Windmiller $22.5M · Littleton, CO+ Harris Wealth Management, LLC $22.5M · Twin Falls, ID+ F2 Wealth $20.3M · Cincinnati, OH+ Vision Financial Services, Inc $20.3M · Mesa, AZ
Hagatna
Assets under management$21.4M$22.5M$20.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients206323
Assets per client$1.1M$357K$882K
Clients per advisor206323
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–2–
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 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.

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.

ToolCapital Guard Investments LLCAlg FinancialLaughter Financial
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–