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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 Diversified Investments (swap one in):+ Marcus Capital Management, Inc. $9.9M · Boston, MA+ Clarity Wealth Management LLC $9.9M+ Patel Wealth Strategies, Inc. $8.9M · Chandler, AZ+ Cif Advisors Inc. $8.8M · Sacramento, CA
Newport Beach, CA
Thousand Oaks, CA
Assets under management$9.4M$9.9M$8.9M
Asset growth, last 2 years+13,109%––
Advisory staff111
Individual clients14418
Assets per client$670K$240K$1.1M
Clients per advisor14418
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack111
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Aug 2026, Feb 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

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 Diversified InvestmentsBuff Your FinancesStonehurst Capital Management, LLC
Client Data Gathering
Jotform––Uses it
Custodial Platform
Interactive BrokersUses it––
Schedule Apps
Calendly–Uses it–