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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 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
Assets under management$7.3M$7.7M$7.7M
Asset growth, last 2 years−62%––
Advisory staff121
Individual clients1051679
Assets per client$70K$46K$854K
Clients per advisor105849
Main custodianTradier Brokerage, Inc.––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1–2
People on Advicer.bio–21

From each firm's latest Form ADV (Oct 2026, Aug 2026, May 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 InvestorsNinja Wealth Advisors, LLC
Custodial Platform
Altruist––Uses it
Interactive BrokersUses it––
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Global Autotrading: Tradier Brokerage, Inc., Interactive Brokers · Macfarlane Investors: none listed · Ninja Wealth Advisors, LLC: none listed