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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 Gallatin Wealth Management LLC (swap one in):+ Momentum Private Wealth Management $71.5M · Cedar Park, TX+ Bankshop, LLC $71.5M · Miami, FL+ Integrity Wealth Advisors $64.7M · Granger, IN+ Okeefe & Associates, P.c. $64.7M
Wilson, WY
Orland Park, IL
Assets under management$68.1M$71.5M$71.5M
Asset growth, last 2 years+325%––
Advisory staff113
Individual clients2621874
Assets per client$2.6M$328K$966K
Clients per advisor2621825
Main custodian–––
Filing with the SEC since201720262026
Tools in their stack112
People on Advicer.bio113

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

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.

ToolGallatin Wealth Management LLCBrock Asset ManagementContour Financial
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it
Website Builders
WixUses it––