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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+ Goi $111.3M · Miami, FL
Oakland, CA
Metairie, LA
Assets under management$117.5M$123.6M$111.4M
Asset growth, last 2 years−22%+25%–
Advisory staff148
Individual clients135167
Assets per client$9M$24.7M$667K
Clients per advisor13121
Main custodianLedyard National Bank––
Filing with the SEC since201820202026
Tools in their stack–––
People on Advicer.bio–16

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Curat Global LLC: Ledyard National Bank · Candide Group: none listed · Legacy Investment Strategies, LLC: none listed