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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+ Dba Seaside Financial & Insurance Services $81.2M · Carlsbad, CA+ Radix Wealth $73.4M · Scottsdale, AZ+ Sage Hill Advisory and Management LLC $73.3M · Saratoga Springs, NY
Pittsford, NY
Richmond, VA
Assets under management$77.3M$81.2M$81.2M
Asset growth, last 2 years+46%–−91%
Advisory staff111
Individual clients2636131
Assets per client$294K$1.3M$2.6M
Clients per advisor2636131
Main custodianSchwab–Fidelity
Filing with the SEC since201720262012 or earlier
Tools in their stack–––
People on Advicer.bio111

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Gps Financial, LLC: Schwab · Fearless Wealth: none listed · Hunter Michael Investment Advisors Inc: Fidelity, Schwab