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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 Gordon Asset Management LLC (swap one in):+ Fr Financial Advisors LLC $135.7M · Coral Springs, FL+ Keller Financial Group $135.3M · Camp Hill, PA+ Arbalpha $121.6M · Miami, FL+ Resnick Wealth Alliance, LLC $121.1M · Palm Beach Gardens, FL
West Palm Beach, FL
Naples, FL
Naples, FL
Assets under management$128.9M$135.8M$136.5M
Asset growth, last 2 years+19%−6%–
Advisory staff222
Individual clients3343145
Assets per client$3.9M$3.2M$941K
Clients per advisor172273
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack113
People on Advicer.bio212

From each firm's latest Form ADV (Feb 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.

ToolGordon Asset Management LLCLuma CapitalAventus Investment Advisors, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Gordon Asset Management LLC: Schwab · Luma Capital: Schwab · Aventus Investment Advisors, Inc.: Schwab