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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 Christy Capital Management, Inc. (swap one in):+ Gunderson Capital Management $395.8M · Mount Pleasant, SC+ Portfolio Wealth Advisors $395.5M · Albuquerque, NM+ Lifespan Financial Strategies, Inc. $357.4M · Weston, FL+ Resurgent Advisors $354.7M · Atlanta, GA
Macon, GA
Woodstock, GA
Detroit Lakes, MN
Assets under management$376.3M$397M$395.5M
Asset growth, last 2 years+45%+49%+39%
Advisory staff1162
Individual clients765397585
Assets per client$492K$1M$676K
Clients per advisor7066293
Main custodianFidelityFidelitySchwab
Filing with the SEC since201820192019
Tools in their stack112
People on Advicer.bio1382

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

ToolChristy Capital Management, Inc.Goodwin Investment AdvisoryMann Financial Group
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Christy Capital Management, Inc.: Fidelity, Schwab · Goodwin Investment Advisory: Fidelity · Mann Financial Group: Schwab