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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 Gould Capital, LLC (swap one in):+ High Pines Wealth Management LLC $184M · Duxbury, MA+ Alpenglobal Capital, LLC $184M+ Skybound Wealth USA $166.5M · Houston, TX+ Hunter Street Investment Advisors LLC $166.4M · Apex, NC
Tacoma, WA
Spokane, WA
Assets under management$175.2M$184.4M$166.3M
Asset growth, last 2 years+17%+12%+160%
Advisory staff332
Individual clients14616481
Assets per client$1.2M$1.1M$2.1M
Clients per advisor495541
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920222022
Tools in their stack3––
People on Advicer.bio331

From each firm's latest Form ADV (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.

ToolGould Capital, LLCSelkirk Wealth Advisors, LLCConway Partners
CRM
SS&C Black DiamondUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Gould Capital, LLC: Schwab · Selkirk Wealth Advisors, LLC: Schwab · Conway Partners: Schwab, Fidelity