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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):+ Hunter Michael Investment Advisors Inc $81.2M · Richmond, VA+ Dba Seaside Financial & Insurance Services $81.2M · Carlsbad, CA+ Gilder Partners for Growth, LLC $73.4M · Raleigh, NC+ Sage Hill Advisory and Management LLC $73.3M · Saratoga Springs, NY
Pittsford, NY
Scottsdale, AZ
Assets under management$77.3M$81.2M$73.4M
Asset growth, last 2 years+46%––
Advisory staff112
Individual clients2636186
Assets per client$294K$1.3M$854K
Clients per advisor2636143
Main custodianSchwab––
Filing with the SEC since201720262026
Tools in their stack––2
People on Advicer.bio112

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

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 WealthRadix Wealth
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Gps Financial, LLC: Schwab · Fearless Wealth: none listed · Radix Wealth: none listed