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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 Trust (swap one in):+ Blue Water Wealth $472.8M · Portland, OR+ Encompass Wealth Advisors, LLC $472.8M · Portland, OR+ Shearwater Capital $427.3M · Denver, CO+ O'donnell Financial Services, LLC $427.1M · San Rafael, CA
Palm Beach Gardens, FL
Orlando, FL
Miami, FL
Assets under management$450.2M$475.2M$474.5M
Asset growth, last 2 years+12%+35%+42%
Advisory staff7133
Individual clients2251,06239
Assets per client$2M$447K$12.2M
Clients per advisor328213
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack2–1
People on Advicer.bio8134

From each firm's latest Form ADV (Jul 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 TrustAllgen Financial Advisors, Inc.Noctua International Wmg, LLC
CRM
SS&C Black DiamondUses it––
Performance Reporting
Addepar––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Global Trust: Fidelity, Schwab · Allgen Financial Advisors, Inc.: Schwab · Noctua International Wmg, LLC: Pershing