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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 Gps Financial, LLC (swap one in):+ L&L Partners Wealth Management, LLC $81.8M · Suffern, NY+ Hunter Michael Investment Advisors Inc $81.2M · Richmond, VA+ Radix Wealth $73.4M · Scottsdale, AZ+ Sage Hill Advisory and Management LLC $73.3M · Saratoga Springs, NY
Pittsford, NY
Carlsbad, CA
Assets under management$77.3M$81.2M$81.2M
Asset growth, last 2 years+46%–−9%
Advisory staff114
Individual clients26361137
Assets per client$294K$1.3M$593K
Clients per advisor2636134
Main custodianSchwab–Schwab
Filing with the SEC since201720262018
Tools in their stack––4
People on Advicer.bio114

From each firm's latest Form ADV (Mar 2026, Jul 2026, Jun 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.

ToolGps Financial, LLCFearless WealthDba Seaside Financial & Insurance Services
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Gps Financial, LLC: Schwab · Fearless Wealth: none listed · Dba Seaside Financial & Insurance Services: Schwab