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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 Elwood & Goetz (swap one in):+ Provident Investment Management, Inc. $1.13B · Novi, MI+ Mg Financial LLC $1.13B · Braintree, MA+ Jt Stratford, LLC $1.01B · Gainesville, GA+ West Paces Advisors, Inc. $1.01B · Atlanta, GA
Athens, GA
Atlanta, GA
Bel Air, MD
Assets under management$1.07B$1.15B$1.13B
Asset growth, last 2 years+57%+17%+39%
Advisory staff261313
Individual clients6821,1731,087
Assets per client$1.6M$983K$1M
Clients per advisor269084
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2020
Tools in their stack4–2
People on Advicer.bio211316

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

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.

ToolElwood & GoetzLongview Wealth ManagementThe Kelly Group
Website Builders
Squarespace––Uses it
WebflowUses it––
CRM
SS&C Black Diamond––Uses it
Digital Marketing
MailchimpUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Elwood & Goetz: Schwab · Longview Wealth Management: Schwab, Fidelity · The Kelly Group: Fidelity