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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+ Calamos Wealth Management LLC $5.48B · Naperville, IL+ Gwn Securities Inc. $4.75B · Palm Beach Gardens, FL+ Cwa Asset Management Group $4.51B · Naples, FL
Miami, FL
Palm Beach Gardens, FL
St. Petersburg, FL
Assets under management$5.2B$5.68B$5.62B
Asset growth, last 2 years+86%+42%+63%
Advisory staff181044
Individual clients2648,302118
Assets per client$19.7M$685K$47.6M
Clients per advisor158030
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack12–
People on Advicer.bio221095

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

ToolGentrustGladstone Wealth PartnersYale Capital Corp.
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 · Yale Capital Corp.: Schwab