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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 Vision Advisors (swap one in):+ Simplifiedfp $51.3M · Clovis, CA+ Keystone Financial $51.2M · Eau Claire, WI+ J. Mangone Capital Management LLC $46.3M+ Weaver Financial $46.3M · Mission, KS
Norwell, MA
Assets under management$48.8M$51.2M$51.2M
Asset growth, last 2 years–––
Advisory staff211
Individual clients182021
Assets per client$2.7M$2.6M$2.4M
Clients per advisor92021
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack11–
People on Advicer.bio2–1

From each firm's latest Form ADV (Aug 2012, Mar 2026, Jan 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

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 Vision AdvisorsBen-David Financial PlanningFiduciary Global Advisors
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–