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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+ Skrobonja Wealth Management, LLC $45.9M · Arnold, MO
Corpus Christi, TX
Assets under management$48.4M$50.8M$45.9M
Asset growth, last 2 years−28%–+37%
Advisory staff112
Individual clients26105444
Assets per client$1.9M$484K$103K
Clients per advisor26105222
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262018
Tools in their stack––3
People on Advicer.bio116

From each firm's latest Form ADV (Jan 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 Trends InvestmentsFernandez Wealth ManagementStonewater Wealth Management, Inc.
Digital Marketing
UpContent––Uses it
Investment Data/Analytics
Morningstar––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Global Trends Investments: none listed · Fernandez Wealth Management: none listed · Stonewater Wealth Management, Inc.: Schwab