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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):+ Stone Creek Group, LLC $250.6M · Englewood, CO+ 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
Louisville, KY
Assets under management$238.5M$250.5M$250.5M
Asset growth, last 2 years+48%+57%+32%
Advisory staff321
Individual clients3021431,061
Assets per client$790K$1.8M$236K
Clients per advisor101721,061
Main custodianSchwabSchwabFidelity
Filing with the SEC since202020202012 or earlier
Tools in their stack141
People on Advicer.bio331

From each firm's latest Form ADV (Mar 2026, May 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, LLCWealthmd Corporation
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Goalfusion Wealth Management: Schwab · Amara Financial, LLC: Schwab · Wealthmd Corporation: Fidelity, TIAA-Cref Individual & Institutional Services, LLC