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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 Gilbert & Cook, Inc. (swap one in):+ Safford Nicholas H & Co Inc $1.8B · Rockport, MA+ Mitchell Sinkler & Starr $1.79B · Philadelphia, PA+ Sierra Capital LLC $1.61B · Miami, FL+ Global Strategic Nextgen Ocio $1.61B · Scottsdale, AZ
West Des Moines, IA
Clayton, MO
Birmingham, AL
Assets under management$1.7B$1.79B$1.78B
Asset growth, last 2 years+42%–+5%
Advisory staff172463
Individual clients8791,3733,508
Assets per client$1.9M$1.3M$509K
Clients per advisor525756
Main custodianSchwabSchwab–
Filing with the SEC since201620242012 or earlier
Tools in their stack2––
People on Advicer.bio183169

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.

ToolGilbert & Cook, Inc.Parkwoods Wealth Partners, LLCLanark Financial, Inc.
CRM
HubSpotUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Gilbert & Cook, Inc.: Schwab · Parkwoods Wealth Partners, LLC: Schwab · Lanark Financial, Inc.: none listed