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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 Curat Global LLC (swap one in):+ Peace of Mind Financial Planning, Inc $123.6M · Colorado Springs, CO+ Gallagher Wealth Management $123.5M · Danville, CA+ Powers Investment Advisory Corporation $111.6M+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA
Oakland, CA
Miami, FL
Assets under management$117.5M$123.6M$111.3M
Asset growth, last 2 years−22%+25%+75%
Advisory staff142
Individual clients13558
Assets per client$9M$24.7M$1.9M
Clients per advisor13129
Main custodianLedyard National Bank–Schwab
Filing with the SEC since201820202022
Tools in their stack––1
People on Advicer.bio–12

From each firm's latest Form ADV (Jan 2026, Mar 2026, Sep 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.

ToolCurat Global LLCCandide GroupGoi
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Curat Global LLC: Ledyard National Bank · Candide Group: none listed · Goi: Schwab, Interactive Brokers