Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Globalt Investments (swap one in):+ Girard Advisory Services, LLC $3.18B · King Of Prussia, PA+ Lcp Institutional, LLC $3.18B · Atlanta, GA+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Capstone Financial Advisors Inc $2.87B · Downers Grove, IL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Assets under management$3.02B$3.24B$2.74B
Asset growth, last 2 years+14%+88%+136%
Advisory staff182665
Individual clients3,0621,6588,569
Assets per client$987K$2M$319K
Clients per advisor17064132
Main custodianFidelityReliance Trust CompanyFidelity
Filing with the SEC since20232012 or earlier2018
Tools in their stack1––
People on Advicer.bio123061

From each firm's latest Form ADV (Apr 2026, Aug 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.

ToolGlobalt InvestmentsAdvocacy Wealth Management, LLCBison Wealth, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Globalt Investments: Fidelity · Advocacy Wealth Management, LLC: Reliance Trust Company, Fidelity · Bison Wealth, LLC: Fidelity, Schwab