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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 Goodman Advisory Group, LLC (swap one in):+ Peachtree Wealth Advisors, Inc $436.8M · Atlanta, GA+ Fogel Capital Management Inc $436.7M · Stuart, FL+ Abich Financial Wealth Management, LLC $394.7M · Ashburn, VA+ Darrow Wealth Management $392.4M · Needham, MA
Needham, MA
San Francisco, CA
Assets under management$415.5M$436.7M$436.3M
Asset growth, last 2 years+60%+138%+44%
Advisory staff612
Individual clients3722342
Assets per client$1.1M$19M$10.4M
Clients per advisor622321
Main custodianLPL Financial–Schwab
Filing with the SEC since201620232021
Tools in their stack–11
People on Advicer.bio612

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

ToolGoodman Advisory Group, LLCNdure Global LLCBlueprint Investing LLC
CRM
Envestnet Tamarac––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Goodman Advisory Group, LLC: LPL Financial · Ndure Global LLC: none listed · Blueprint Investing LLC: Schwab