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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 Globalt Investments (swap one in):+ Lutz Financial $3.19B · Omaha, NE+ Lcp Institutional, LLC $3.18B · Atlanta, GA+ Rockwood Wealth Management, LLC $2.87B · New Hope, PA+ Bison Wealth, LLC $2.74B · Atlanta, GA
Atlanta, GA
Atlanta, GA
King Of Prussia, PA
Assets under management$3.02B$3.24B$3.18B
Asset growth, last 2 years+14%+88%+36%
Advisory staff182640
Individual clients3,0621,6582,350
Assets per client$987K$2M$1.4M
Clients per advisor1706459
Main custodianFidelityReliance Trust CompanySchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio123050

From each firm's latest Form ADV (Apr 2026, Aug 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, LLCGirard Advisory Services, LLC
CRM
Salesforce––Uses it
Website Builders
SquarespaceUses it––

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