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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 Goepper Burkhardt LLC (swap one in):+ Sjbenen Advisory, LLC $399.9M+ Threadgill Financial, LLC $399.4M · The Woodlands, TX+ Mfp Financial Services, LLC $361M · Safety Harbor, FL+ Sierra Investment Management, LLC $360.9M · Santa Monica, CA
Greenville, SC
San Antonio, TX
Andover, MA
Assets under management$380.3M$399.8M$361M
Asset growth, last 2 years+34%+42%+19%
Advisory staff344
Individual clients243584201
Assets per client$1.6M$685K$1.8M
Clients per advisor8114650
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–12
People on Advicer.bio324

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

ToolGoepper Burkhardt LLCSecure Financial ManagementCox Capital Management LLC
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Goepper Burkhardt LLC: none listed · Secure Financial Management: Schwab · Cox Capital Management LLC: Fidelity