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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 Wealth Advisors LLC (swap one in):+ Total Wealth Advisors, LLC $107.2M · Hopkins, MN+ Rs Asset Management, LLC $107.2M · Colorado Springs, CO+ Box Financial Advisors, LLC $96.9M · Grapevine, TX+ Xlm Capital Management $96.5M · Dexter, MI
Troy, MI
Austin, TX
Assets under management$102M$107.2M$107.2M
Asset growth, last 2 years+138%+0%–
Advisory staff123
Individual clients7433369
Assets per client$1.4M$322K$1.6M
Clients per advisor7416723
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20212026
Tools in their stack12–
People on Advicer.bio133

From each firm's latest Form ADV (Feb 2026, Jul 2026, Oct 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 Wealth Advisors LLCTurner Capital Investments, LLCKing Financial
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Global Wealth Advisors LLC: none listed · Turner Capital Investments, LLC: Schwab · King Financial: none listed