Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Goldman Lancaster, Inc. (swap one in):+ Agnello Financial Group, Inc. $378.6M · West Palm Beach, FL+ Boca Wealth Advisors $378.6M · Boca Raton, FL+ Tiemann Investment Advisors, LLC $341.1M · Menlo Park, CA+ Park, Miller, LLC $339.8M · Walnut Creek, CA
Long Beach, CA
Carslbad, CA
Manhattan Beach, CA
Assets under management$360.5M$381.8M$341.6M
Asset growth, last 2 years+21%+37%+54%
Advisory staff363
Individual clients380545156
Assets per client$949K$701K$2.2M
Clients per advisor1279152
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20132012 or earlier2022
Tools in their stack–21
People on Advicer.bio332

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

ToolGoldman Lancaster, Inc.Wwm FinancialSecond 50 Financial
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Goldman Lancaster, Inc.: LPL Financial · Wwm Financial: Schwab · Second 50 Financial: Schwab