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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 Investments (swap one in):+ Epic Advisory Services Corp $134.3M · Boca Raton, FL+ Heximer Investment Management Inc. $134.1M+ Wp Asset Management $121.3M · Bedminster, NJ+ Strickland Davis Advisors LLC $121.3M · Marietta, GA
Scottsdale, AZ
Frisco, TX
Cardiff, CA
Assets under management$127.7M$134.2M$121.2M
Asset growth, last 2 years–+813%–
Advisory staff221
Individual clients8562115
Assets per client$1.5M$2.2M$1.1M
Clients per advisor4331115
Main custodian–Schwab–
Filing with the SEC since202420162024
Tools in their stack14–
People on Advicer.bio221

From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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 InvestmentsWave Wealth Management, LLCLife Strategies, Inc.
Client Data Gathering
Jotform–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Gps Investments: none listed · Wave Wealth Management, LLC: Schwab · Life Strategies, Inc.: none listed