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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):+ Ironsides Asset Advisors, LLC $1.42B · Rocky Mount, NC+ 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
Cincinnati, OH
Assets under management$1.35B$1.42B$1.43B
Asset growth, last 2 years+14%+50%+146%
Advisory staff171051
Individual clients8312706,395
Assets per client$1.6M$5.3M$223K
Clients per advisor4927125
Main custodianFidelitySchwabSEI
Filing with the SEC since2012 or earlier20192022
Tools in their stack134
People on Advicer.bio81058

From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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 AdvisorsUnited Advisor Group
CRM
SS&C Black DiamondUses it–Uses it
Envestnet Tamarac–Uses it–
Wealthbox––Uses it
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney–Uses it–
Team Chat & Collaboration
Slack––Uses it

Custodians on Form ADV: Galvin, Gaustad & Stein, LLC: Fidelity · Mbl Advisors: Schwab · United Advisor Group: SEI, Folio, Schwab, Axos Clearing