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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 Constant Guidance Financial, LLC (swap one in):+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL+ Alere Planning LLC $208M+ Colman Knight Advisory Group, LLC $187.7M · Acton, MA+ Finarc Investments, Inc. $187.6M · Norwood, MA
North Attleboro, MA
Bellevue, WA
Grosse Pointe Farms, MI
Assets under management$198M$208M$208M
Asset growth, last 2 years+74%+97%+30%
Advisory staff124
Individual clients239143134
Assets per client$828K$1.5M$1.6M
Clients per advisor2397234
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320242012 or earlier
Tools in their stack–1–
People on Advicer.bio133

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

ToolConstant Guidance Financial, LLCFulcrum Wealth Advisors, LLCDwp
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Constant Guidance Financial, LLC: Schwab · Fulcrum Wealth Advisors, LLC: Schwab · Dwp: Schwab, Comerica Inc.