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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+ Bass and Bell, Inc. $1.02B · Little Rock, AR+ Mcglone Suttner Wealth Management, Inc. $1.01B · Appleton, WI
Madison, WI
Middleton, WI
San Clemente, CA
Assets under management$1.08B$1.15B$1.14B
Asset growth, last 2 years+38%−10%+59%
Advisory staff10738
Individual clients1,0695924,605
Assets per client$1M$1.9M$247K
Clients per advisor10785121
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220182017
Tools in their stack231
People on Advicer.bio121025

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

1 tool 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 ManagementIgnite Planners LLC
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Portfolio Management
OrionUses itUses itUses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Goldstein Advisors, LLC: Schwab · Canopy Wealth Management: Schwab · Ignite Planners LLC: Schwab, Dunham & Associates Investment Counsel, Inc., Empower