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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
Dallas, TX
Assets under management$1.08B$1.15B$1.02B
Asset growth, last 2 years+38%−10%+53%
Advisory staff1076
Individual clients1,069592510
Assets per client$1M$1.9M$2M
Clients per advisor1078585
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220182012 or earlier
Tools in their stack233
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 ManagementPerryman Financial Advisory, Inc.
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses itUses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Goldstein Advisors, LLC: Schwab · Canopy Wealth Management: Schwab · Perryman Financial Advisory, Inc.: Schwab