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 Global Autotrading (swap one in):+ Hughes Family Capital, LLC $7.7M · Grand Rapids, MI+ Coletta Capital, LLC $7.7M · Rocky River, OH+ Solomon Investment Group, Inc. $6.9M+ Noble Advisors, LLC $6.9M · Dallas, TX
Ellensburg, WA
Assets under management$7.3M$7.7M$6.9M
Asset growth, last 2 years−62%––
Advisory staff122
Individual clients10516724
Assets per client$70K$46K$289K
Clients per advisor1058412
Main custodianTradier Brokerage, Inc.––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1––
People on Advicer.bio–22

From each firm's latest Form ADV (Oct 2026, Aug 2026, Apr 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.

ToolGlobal AutotradingMacfarlane InvestorsLegion Private Wealth Management
Custodial Platform
Interactive BrokersUses it––

Custodians on Form ADV: Global Autotrading: Tradier Brokerage, Inc., Interactive Brokers · Macfarlane Investors: none listed · Legion Private Wealth Management: none listed