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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 Gibraltar Capital Management, Inc. (swap one in):+ Fourstar Wealth Advisors, LLC $1.42B · Chicago, IL+ Antolino Wealth Advisors $1.42B · Columbus, OH+ American Financial Advisors Inc $1.28B · Winter Park, FL+ Mcdonald Partners LLC $1.28B · Cleveland, OH
Tulsa, OK
Edmond, OK
Wyomissing, PA
Assets under management$1.35B$1.46B$1.28B
Asset growth, last 2 years+80%+44%+22%
Advisory staff181510
Individual clients5054,674591
Assets per client$2.7M$312K$2.2M
Clients per advisor2831259
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–11
People on Advicer.bio181510

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

ToolGibraltar Capital Management, Inc.Forge FinancialConnors Investor Services Inc
CRM
HubSpot––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Gibraltar Capital Management, Inc.: Fidelity · Forge Financial: LPL Financial · Connors Investor Services Inc: Schwab, Morgan Stanley