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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):+ Springwater Advisors, LLC $75.5M · Corpus Christi, TX+ Bon Investments, LLC $75.5M+ Structure Wealth Partners LLC $68.2M · Orlando, FL+ Fiduciary Capital, Inc. $67.8M · Gainesville, GA
Mcdonough, GA
Athens, GA
Hague, NY
Assets under management$71.8M$75.6M$68.2M
Asset growth, last 2 years––+34%
Advisory staff511
Individual clients18214649
Assets per client$395K$518K$1.4M
Clients per advisor3614649
Main custodian––Schwab
Filing with the SEC since202420262021
Tools in their stack221
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

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

Custodians on Form ADV: Global Investment Advisory: none listed · Holland Financial Services, Inc.: none listed · Parlin Advisors LLC: Schwab