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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 Goldstein Advisors, LLC (swap one in):+ Oak Harvest Investment Services $1.14B · Houston, TX+ Provident Investment Management, Inc. $1.13B · Novi, MI+ Perryman Financial Advisory, Inc. $1.02B · Dallas, TX+ Mcglone Suttner Wealth Management, Inc. $1.01B · Appleton, WI
Madison, WI
Middleton, WI
Little Rock, AR
Assets under management$1.08B$1.15B$1.02B
Asset growth, last 2 years+38%−10%+44%
Advisory staff1076
Individual clients1,069592329
Assets per client$1M$1.9M$3.1M
Clients per advisor1078555
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202220182019
Tools in their stack23–
People on Advicer.bio12107

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

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.

ToolGoldstein Advisors, LLCCanopy Wealth ManagementBass and Bell, Inc.
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Portfolio Management
OrionUses itUses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Goldstein Advisors, LLC: Schwab · Canopy Wealth Management: Schwab · Bass and Bell, Inc.: Raymond James