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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 Golden Road Advisors LLC (swap one in):+ Mariaca Wealth Management, LLC $251.1M · Wellington, FL+ Oxenfree Financial $249.8M · Melbourne, FL+ The Tenret Company, LLC $225.4M · Tampa, FL+ Orca Wealth Management, LLC $224.4M · New Port Richey, FL
Tampa, FL
Daytona Beach, FL
Canonsburg, PA
Assets under management$237.7M$250M$249.6M
Asset growth, last 2 years+95%+25%+23%
Advisory staff354
Individual clients248127269
Assets per client$959K$2M$928K
Clients per advisor832567
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20212012 or earlier2017
Tools in their stack114
People on Advicer.bio454

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

ToolGolden Road Advisors LLCFirstrustBraun-Bostich & Associates Inc.
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––
CRM
HubSpot––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Golden Road Advisors LLC: Raymond James · Firstrust: Schwab · Braun-Bostich & Associates Inc.: Schwab