Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Strategic Nextgen Ocio (swap one in):+ Gilbert & Cook, Inc. $1.7B · West Des Moines, IA+ Cra Financial Services, L.l.c. $1.69B · Northfield, NJ+ Delta Asset Management, LLC $1.53B · Memphis, TN+ Triad Wealth Partners, LLC $1.53B · Lawrence, KS
Scottsdale, AZ
Scottsdale, AZ
Ridgeland, MS
Assets under management$1.61B$1.76B$1.69B
Asset growth, last 2 years+18%+49%+91%
Advisory staff41213
Individual clients1145491,437
Assets per client$14.1M$3.2M$1.2M
Clients per advisor2946111
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20192012 or earlier2018
Tools in their stack––1
People on Advicer.bio41316

From each firm's latest Form ADV (Sep 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 Strategic Nextgen OcioIronwood Investment Counsel, LLCMag Cap
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Global Strategic Nextgen Ocio: Schwab, Vanguard, BNY · Ironwood Investment Counsel, LLC: Schwab, Fidelity · Mag Cap: Raymond James