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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 Gearhart & Associates (swap one in):+ Mraz and Associates $917.5M · Modesto, CA+ Dillon & Associates Inc $916.4M · Jackson, MI+ Mason & Associates, Inc. $828.7M · Los Angeles, CA+ Global Financial Private Client $828.3M · Sarasota, FL
Cincinnati, OH
Mesa, AZ
Sarasota, FL
Assets under management$872.6M$917.3M$827.7M
Asset growth, last 2 years+37%+92%+72%
Advisory staff499
Individual clients2,8845201,307
Assets per client$303K$1.8M$633K
Clients per advisor72158145
Main custodianRaymond JamesSchwabLPL Financial
Filing with the SEC since20222012 or earlier2013
Tools in their stack1––
People on Advicer.bio529

From each firm's latest Form ADV (Apr 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.

ToolGearhart & AssociatesRovin CapitalWalsh & Associates, LLC
Custodial Platform
Raymond JamesUses it––

Custodians on Form ADV: Gearhart & Associates: Raymond James · Rovin Capital: Schwab · Walsh & Associates, LLC: LPL Financial