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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 Management, Inc. (swap one in):+ Network 1 Financial Advisors Inc. $51M+ Pushkin Advisory Group, LLC $51M+ Green Peaks Planning $46.1M+ Opulentia, LLC $46.1M · Hunt Valley, MD
Assets under management$48.5M$51M$46.1M
Asset growth, last 2 years+20%––
Advisory staff222
Individual clients12156125
Assets per client$401K$910K$369K
Clients per advisor612863
Main custodian–––
Filing with the SEC since2012 or earlier20262023
Tools in their stack–––
People on Advicer.bio232

From each firm's latest Form ADV (Apr 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

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