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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 Goodwin Investment Advisory (swap one in):+ Eagle Wealth Management Group Inc. $417.5M · Valencia, CA+ Cedar Wealth Management $417.2M+ Martin Wealth Solutions $377.1M · Christiansburg, VA+ Christy Capital Management, Inc. $376.3M · Macon, GA
Woodstock, GA
Cumming, GA
Dallas, TX
Assets under management$397M$421.7M$416.9M
Asset growth, last 2 years+49%+75%+54%
Advisory staff6412
Individual clients397820592
Assets per client$1M$514K$704K
Clients per advisor6620549
Main custodianFidelitySchwabFidelity
Filing with the SEC since201920192015
Tools in their stack141
People on Advicer.bio8413

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

ToolGoodwin Investment AdvisoryTrufpCastleview Partners, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Goodwin Investment Advisory: Fidelity · Trufp: Schwab · Castleview Partners, LLC: Fidelity, Schwab, RBC