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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 Gci Financial Group (swap one in):+ Virtus Financial Partners $152.5M+ Markin Asset Management, LP $152.5M+ Vericrest Private Wealth, LLC $137.8M · Newtown, PA+ Ashbay Capital, LLC $137.7M · New York,, NY
Mendham, NJ
Hazlet, NJ
Malvern, PA
Assets under management$145.1M$152.6M$152.5M
Asset growth, last 2 years–+45%+28%
Advisory staff321
Individual clients130137100
Assets per client$1.1M$1.1M$1.5M
Clients per advisor4369100
Main custodianSchwab–Schwab
Filing with the SEC since20242012 or earlier2021
Tools in their stack–51
People on Advicer.bio311

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

ToolGci Financial GroupShapiro Financial Security Group, Inc.Troutman Wealth
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Gci Financial Group: Schwab · Shapiro Financial Security Group, Inc.: none listed · Troutman Wealth: Schwab