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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 Trends Investments (swap one in):+ Seaway Advisors $50.8M · Fairport, NY+ Viento Financial Group, LLC $50.8M+ Fleurus Investment Advisory, LLC $45.9M+ Stonewater Wealth Management, Inc. $45.9M · Corpus Christi, TX
Arnold, MO
Assets under management$48.4M$50.8M$45.9M
Asset growth, last 2 years−28%–+165%
Advisory staff114
Individual clients26105204
Assets per client$1.9M$484K$225K
Clients per advisor2610551
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262022
Tools in their stack–––
People on Advicer.bio113

From each firm's latest Form ADV (Jan 2026, May 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Global Trends Investments: none listed · Fernandez Wealth Management: none listed · Skrobonja Wealth Management, LLC: Schwab