Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Connors Investor Services Inc $1.28B · Wyomissing, PA+ American Financial Advisors Inc $1.28B · Winter Park, FL
Tulsa, OK
Edmond, OK
Hackensack, NJ
Assets under management$1.35B$1.46B$1.42B
Asset growth, last 2 years+80%+44%+37%
Advisory staff181513
Individual clients5054,674674
Assets per client$2.7M$312K$2.1M
Clients per advisor2831252
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192017
Tools in their stack–14
People on Advicer.bio181514

From each firm's latest Form ADV (Jun 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.

ToolGibraltar Capital Management, Inc.Forge FinancialRevolve Wealth Partners, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Gibraltar Capital Management, Inc.: Fidelity · Forge Financial: LPL Financial · Revolve Wealth Partners, LLC: Schwab