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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 Goalfusion Wealth Management (swap one in):+ Wealthmd Corporation $250.5M · Louisville, KY+ Lig Capital Management, LLC $250.4M · Oklahoma City, OK+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR+ D.h. Hill Advisors, Inc. $226.4M · Kingwood, TX
San Francisco, CA
Assets under management$238.5M$250.5M$226.4M
Asset growth, last 2 years+48%+57%+126%
Advisory staff323
Individual clients30214311
Assets per client$790K$1.8M$20.6M
Clients per advisor101724
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020202024
Tools in their stack141
People on Advicer.bio333

From each firm's latest Form ADV (Mar 2026, May 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.

ToolGoalfusion Wealth ManagementAmara Financial, LLCMindoro Capital Partners LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Website Builders
Webflow–Uses it–
Wix––Uses it
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Goalfusion Wealth Management: Schwab · Amara Financial, LLC: Schwab · Mindoro Capital Partners LLC: Schwab