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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+ Mindoro Capital Partners LLC $226.4M+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
San Francisco, CA
Englewood, CO
Assets under management$238.5M$250.5M$250.6M
Asset growth, last 2 years+48%+57%+61%
Advisory staff321
Individual clients30214387
Assets per client$790K$1.8M$2.9M
Clients per advisor1017287
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020202015
Tools in their stack142
People on Advicer.bio331

From each firm's latest Form ADV (Mar 2026, May 2026, Sep 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, LLCStone Creek Group, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Goalfusion Wealth Management: Schwab · Amara Financial, LLC: Schwab · Stone Creek Group, LLC: Schwab