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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 Gentrust (swap one in):+ Kovack Advisors, Inc. $6.28B · Ft. Lauderdale, FL+ Yale Capital Corp. $5.62B · St. Petersburg, FL+ Hamilton Capital $4.94B · Columbus, OH+ Cwa Asset Management Group $4.51B · Naples, FL
Miami, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Assets under management$5.2B$5.68B$4.75B
Asset growth, last 2 years+86%+42%+54%
Advisory staff18104448
Individual clients2648,30237,763
Assets per client$19.7M$685K$126K
Clients per advisor158084
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack12–
People on Advicer.bio22109452

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

ToolGentrustGladstone Wealth PartnersGwn Securities Inc.
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Gentrust: Fidelity · Gladstone Wealth Partners: LPL Financial · Gwn Securities Inc.: Fidelity, Pershing