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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+ Orca Wealth Management, LLC $224.4M · New Port Richey, FL+ Bucket List Wealth Management, LLC $224.2M · The Villages, FL
Tampa, FL
Daytona Beach, FL
Tampa, FL
Assets under management$237.7M$250M$225.4M
Asset growth, last 2 years+95%+25%+88%
Advisory staff351
Individual clients24812755
Assets per client$959K$2M$4.1M
Clients per advisor832555
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack111
People on Advicer.bio451

From each firm's latest Form ADV (Mar 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.

ToolGolden Road Advisors LLCFirstrustThe Tenret Company, LLC
Custodial Platform
Raymond JamesUses it––
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Golden Road Advisors LLC: Raymond James · Firstrust: Schwab · The Tenret Company, LLC: Schwab