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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+ Cox Capital Management LLC $361M · Andover, MA+ Sierra Investment Management, LLC $360.9M · Santa Monica, CA
Greenville, SC
San Antonio, TX
Safety Harbor, FL
Assets under management$380.3M$399.8M$361M
Asset growth, last 2 years+34%+42%–
Advisory staff343
Individual clients2435841,284
Assets per client$1.6M$685K$281K
Clients per advisor81146428
Main custodian–SchwabLPL Financial
Filing with the SEC since2012 or earlier20212024
Tools in their stack–1–
People on Advicer.bio323

From each firm's latest Form ADV (Mar 2026, Aug 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 ManagementMfp Financial Services, LLC
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Goepper Burkhardt LLC: none listed · Secure Financial Management: Schwab · Mfp Financial Services, LLC: LPL Financial