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+ Bison Wealth, LLC $2.74B · Atlanta, GA
Atlanta, GA
Atlanta, GA
Omaha, NE
Assets under management$3.02B$3.24B$3.19B
Asset growth, last 2 years+14%+88%+40%
Advisory staff182615
Individual clients3,0621,658845
Assets per client$987K$2M$3.8M
Clients per advisor1706456
Main custodianFidelityReliance Trust CompanySchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack1–4
People on Advicer.bio123015

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, LLCLutz Financial
Client Data Gathering
Jotform––Uses it
CRM
HubSpot––Uses it
Portfolio Management
Orion––Uses it
Tax Planning
ProConnect––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Globalt Investments: Fidelity · Advocacy Wealth Management, LLC: Reliance Trust Company, Fidelity · Lutz Financial: Schwab, Newport Group Securities, Inc.