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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+ Strickland Davis Advisors LLC $121.3M · Marietta, GA+ Life Strategies, Inc. $121.2M · Cardiff, CA
Scottsdale, AZ
Frisco, TX
Bedminster, NJ
Assets under management$127.7M$134.2M$121.3M
Asset growth, last 2 years–+813%−15%
Advisory staff224
Individual clients8562177
Assets per client$1.5M$2.2M$685K
Clients per advisor433144
Main custodian–SchwabSchwab
Filing with the SEC since202420162022
Tools in their stack14–
People on Advicer.bio223

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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, LLCWp Asset Management
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 · Wp Asset Management: Schwab, Interactive Brokers