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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 Hill Wealth Advisors LLC (swap one in):+ Redesign Wealth Planning $894K+ Lone Wolf Trading LLC $891K+ Old Forge Advisors $794K+ Caldric Capital $793K
Austin, TX
Assets under management$840K$889K$886K
Asset growth, last 2 years–––
Advisory staff131
Individual clients69,3946
Assets per client$140K$94.58292527144987$148K
Clients per advisor63,1316
Main custodian–––
Filing with the SEC since202620222024
Tools in their stack11–
People on Advicer.bio1––

From each firm's latest Form ADV (Apr 2026, Jul 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 Hill Wealth Advisors LLCFundify Advisors LLCLighthouse
Investment Data/Analytics
MorningstarUses it––
Website Builders
Webflow–Uses it–