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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):+ Cedar Wealth Management $417.2M+ Castleview Partners, LLC $416.9M · Dallas, TX+ Jps Financial, LLC $377M · Westlake, OH+ Christy Capital Management, Inc. $376.3M · Macon, GA
Woodstock, GA
Cumming, GA
Christiansburg, VA
Assets under management$397M$421.7M$377.1M
Asset growth, last 2 years+49%+75%+185%
Advisory staff645
Individual clients397820896
Assets per client$1M$514K$421K
Clients per advisor66205179
Main custodianFidelitySchwabTrade-PMR
Filing with the SEC since201920192022
Tools in their stack141
People on Advicer.bio845

From each firm's latest Form ADV (Mar 2026, Feb 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 AdvisoryTrufpMartin Wealth Solutions
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Goodwin Investment Advisory: Fidelity · Trufp: Schwab · Martin Wealth Solutions: Trade-PMR, Schwab, SEI