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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 Freegulliver, LLC (swap one in):+ Freedom Advisory $880.6M · Guaynabo, PR+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Hurlow Wealth Management Group, Inc. $794.4M · Bloomington, IN+ Bhk Investment Advisors $794.1M · Birmingham, AL
New Orleans, LA
Homewood, AL
Austin, TX
Assets under management$836.6M$879.2M$878.6M
Asset growth, last 2 years+53%+3%–
Advisory staff973
Individual clients1706072,103
Assets per client$4.9M$1.4M$418K
Clients per advisor1987701
Main custodianSchwabFifth Third Bank–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack22–
People on Advicer.bio5725

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.

ToolFreegulliver, LLCPark Place Capital CorporationAlongside, LLC
CRM
SS&C Black DiamondUses itUses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Envestnet–Uses it–

Custodians on Form ADV: Freegulliver, LLC: Schwab · Park Place Capital Corporation: Fifth Third Bank, Schwab · Alongside, LLC: none listed