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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 Gk Wealth Management LLC (swap one in):+ Bull Street Advisors $271.9M · Savannah, GA+ Invest Capital Partners $271.9M · Springboro, OH+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO
Reno, NV
Newtown, PA
Wyomissing, PA
Assets under management$258.8M$271.9M$271.8M
Asset growth, last 2 years+72%+46%+17%
Advisory staff535
Individual clients525183652
Assets per client$493K$1.5M$417K
Clients per advisor10561130
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since20232012 or earlier2022
Tools in their stack3–1
People on Advicer.bio635

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

ToolGk Wealth Management LLCCrossgate Wealth Advisors, LLCAlliance Financial
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Gk Wealth Management LLC: Schwab · Crossgate Wealth Advisors, LLC: Fidelity · Alliance Financial: LPL Financial