Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Googins Advisors, Inc. (swap one in):+ Affinity Investment Group, LLC $595.1M · Exeter, NH+ Virtus Wealth Solutions $594.9M · Cranford, NJ+ Redmond Asset Management, LLC $537.2M · Henrico, VA+ Hinds Financial Group Inc $536.9M · Lakewood, CO
Middleton, WI
Appleton, WI
Hunt Valley, MD
Assets under management$565.5M$602.8M$595M
Asset growth, last 2 years+32%+47%+68%
Advisory staff3102
Individual clients796986264
Assets per client$710K$611K$2.3M
Clients per advisor26599132
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack2––
People on Advicer.bio4112

From each firm's latest Form ADV (Sep 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.

ToolGoogins Advisors, Inc.Avaii Wealth Management, LLCPerspective Wealth Management
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Googins Advisors, Inc.: Pershing, Schwab · Avaii Wealth Management, LLC: Fidelity · Perspective Wealth Management: Schwab