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 Chattahoochee Wealth (swap one in):+ Real Life Planning $9.4M+ Ln Capital Management LLC $9.4M+ Gasima Financial LLC $8.5M · Venice, FL+ Client First Advisors, LLC $8.5M
Newport Beach, CA
Scottsdale, AZ
Assets under management$8.9M$9.4M$9.4M
Asset growth, last 2 years–+13,109%–
Advisory staff111
Individual clients41413
Assets per client$2.2M$670K$722K
Clients per advisor41413
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack212
People on Advicer.bio111

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

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.

ToolChattahoochee WealthGlobal Diversified Investments49th Parallel Wealth Management
Custodial Platform
Interactive Brokers–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
SquarespaceUses it––