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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 Spread Wealth, LLC (swap one in):+ Haslet Advisors, LLC $17.9M+ Maguire Stewardship Partners $17.8M+ Hahn Financial Services, LLC $16.1M+ Hunter Value Capital LLC $16M · Dallas, TX
Canadian, TX
Lakewood, CO
San Antonio, TX
Assets under management$17M$17.9M$16M
Asset growth, last 2 years–––
Advisory staff112
Individual clients382254
Assets per client$447K$812K$296K
Clients per advisor382227
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack161
People on Advicer.bio112

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

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 Spread Wealth, LLCAlignpoint WealthThe Summit Group
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers––Uses it
Advisor Lead Gen
Wealthtender–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Held-Away Assets
Plan Confidence–Uses it–
Portfolio Management
Capitect–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Webflow–Uses it–