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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 Financial Planning Services (swap one in):+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA+ Financial Mountain Inc $111.3M · Boulder, CO+ Pawleys Investment Advisors, LLC $100.7M+ Ggcfo Advisors $100.6M
The Woodlands, TX
Miami, FL
Dallas, TX
Assets under management$106M$111.3M$100M
Asset growth, last 2 years–+75%–
Advisory staff121
Individual clients445815
Assets per client$2.4M$1.9M$6.7M
Clients per advisor442915
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack–12
People on Advicer.bio121

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

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.

ToolFinancial Planning ServicesGoiHolbrook Management, LLC
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Financial Planning Services: none listed · Goi: Schwab, Interactive Brokers · Holbrook Management, LLC: none listed