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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+ Braun-Bostich & Associates Inc. $249.6M · Canonsburg, PA+ The Tenret Company, LLC $225.4M · Tampa, FL+ Orca Wealth Management, LLC $224.4M · New Port Richey, FL
Tampa, FL
Daytona Beach, FL
Melbourne, FL
Assets under management$237.7M$250M$249.8M
Asset growth, last 2 years+95%+25%+107%
Advisory staff358
Individual clients248127941
Assets per client$959K$2M$265K
Clients per advisor8325118
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20212012 or earlier2023
Tools in their stack114
People on Advicer.bio458

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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 LLCFirstrustOxenfree Financial
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––
Client Data Gathering
RedCapture––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Golden Road Advisors LLC: Raymond James · Firstrust: Schwab · Oxenfree Financial: Schwab