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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 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+ Buwick Group Wealth Management, LLC $24.7M · Norman, OK
North Harrow, Middx
Irvine, CA
Assets under management$26M$27.4M$24.7M
Asset growth, last 2 years+41%––
Advisory staff201
Individual clients7442061
Assets per client$35K$1.4M$405K
Clients per advisor372–61
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack––2
People on Advicer.bio––1

From each firm's latest Form ADV (Jun 2026, Jan 2026, Jul 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.

ToolFirst GlobalSurya Capital, LLCCst Financial Advisory LLC
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: First Global: Interactive Brokers · Surya Capital, LLC: none listed · Cst Financial Advisory LLC: none listed