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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 Galvin, Gaustad & Stein, LLC (swap one in):+ United Advisor Group $1.43B · Cincinnati, OH+ Principal Advised Services $1.42B · Des Moines, IA+ Canal Capital Management, LLC $1.28B · Richmond, VA+ Fortitude Family Office $1.27B · Scottsdale, AZ
Scottsdale, AZ
Charlotte, NC
Rocky Mount, NC
Assets under management$1.35B$1.42B$1.42B
Asset growth, last 2 years+14%+50%+72%
Advisory staff17103
Individual clients83127034
Assets per client$1.6M$5.3M$41.9M
Clients per advisor492711
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20192013
Tools in their stack13–
People on Advicer.bio8103

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

ToolGalvin, Gaustad & Stein, LLCMbl AdvisorsIronsides Asset Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Galvin, Gaustad & Stein, LLC: Fidelity · Mbl Advisors: Schwab · Ironsides Asset Advisors, LLC: Schwab