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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):+ Aventus Investment Advisors, Inc. $136.5M · Naples, FL+ Fr Financial Advisors LLC $135.7M · Coral Springs, FL+ Arbalpha $121.6M · Miami, FL+ Resnick Wealth Alliance, LLC $121.1M · Palm Beach Gardens, FL
West Palm Beach, FL
Naples, FL
Camp Hill, PA
Assets under management$128.9M$135.8M$135.3M
Asset growth, last 2 years+19%−6%+27%
Advisory staff222
Individual clients334384
Assets per client$3.9M$3.2M$1.6M
Clients per advisor172242
Main custodianSchwabSchwabAssetMark
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack11–
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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 CapitalKeller Financial Group
CRM
Envestnet TamaracUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Gordon Asset Management LLC: Schwab · Luma Capital: Schwab · Keller Financial Group: AssetMark