Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 First Global (swap one in):+ Advanced Tax & Investments, Inc. $27.4M · Rockledge, FL+ The Financial Planning Center, LLC $27.3M+ Carolina Planning Group LLC $24.7M+ Cst Financial Advisory LLC $24.7M
North Harrow, Middx
Irvine, CA
Norman, OK
Assets under management$26M$27.4M$24.7M
Asset growth, last 2 years+41%––
Advisory staff202
Individual clients74420146
Assets per client$35K$1.4M$169K
Clients per advisor372–73
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack–––
People on Advicer.bio––2

From each firm's latest Form ADV (Jun 2026, 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: First Global: Interactive Brokers · Surya Capital, LLC: none listed · Buwick Group Wealth Management, LLC: none listed