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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 Convergence Advisory Group (swap one in):+ Barnegat Bay Capital Management LLC $109.9M+ Renaissance Wealth Advisors, LLC $109.9M · Newton, MA+ Great Oak Wealth Management, Inc $99.3M+ Gaskin Wealth Management $99.3M · Moraga, CA
Omaha, NE
The Woodlands, TX
Honeoye Falls, NY
Assets under management$104.5M$109.9M$109.8M
Asset growth, last 2 years––+30%
Advisory staff541
Individual clients21197152
Assets per client$495K$1.1M$722K
Clients per advisor4224152
Main custodian––Pershing
Filing with the SEC since202620262013
Tools in their stack13–
People on Advicer.bio541

From each firm's latest Form ADV (Jun 2026, Aug 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.

ToolConvergence Advisory GroupMellig Group, LLCGilbert Financial, LLC
Custodial Platform
Charles SchwabUses it––
Interactive Brokers–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Convergence Advisory Group: none listed · Mellig Group, LLC: none listed · Gilbert Financial, LLC: Pershing