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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 Investment Advisory (swap one in):+ Santara Wealth Management LLC $75.5M · San Diego, CA+ Springwater Advisors, LLC $75.5M · Corpus Christi, TX+ Parlin Advisors LLC $68.2M · Hague, NY+ Fiduciary Capital, Inc. $67.8M · Gainesville, GA
Mcdonough, GA
Athens, GA
Assets under management$71.8M$75.6M$75.5M
Asset growth, last 2 years–––
Advisory staff511
Individual clients18214656
Assets per client$395K$518K$1.3M
Clients per advisor3614656
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack22–
People on Advicer.bio711

From each firm's latest Form ADV (Jul 2026, May 2026, Mar 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

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 Investment AdvisoryHolland Financial Services, Inc.Bon Investments, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
WixUses it––