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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):+ The Kelly Group $1.13B · Bel Air, MD+ Mg Financial LLC $1.13B · Braintree, MA+ Asset Allocation Strategies, LLC $1.02B · Farmington, MI+ Jt Stratford, LLC $1.01B · Gainesville, GA
Athens, GA
Atlanta, GA
Atlanta, GA
Assets under management$1.07B$1.15B$1.01B
Asset growth, last 2 years+57%+17%+49%
Advisory staff26135
Individual clients6821,173251
Assets per client$1.6M$983K$4M
Clients per advisor269050
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2015
Tools in their stack4–1
People on Advicer.bio21134

From each firm's latest Form ADV (Aug 2026, May 2026, Jan 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 ManagementWest Paces Advisors, Inc.
CRM
SS&C Black Diamond––Uses it
Digital Marketing
MailchimpUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Elwood & Goetz: Schwab · Longview Wealth Management: Schwab, Fidelity · West Paces Advisors, Inc.: Schwab