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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 Graham, Bordelon, Golson & Gilbert, Inc. (swap one in):+ Money Management Services Inc $442.7M · Birmingham, AL+ Sws Partners, LLC $442.6M · Columbus, OH+ Secure Financial Management $399.8M · San Antonio, TX+ Threadgill Financial, LLC $399.4M · The Woodlands, TX
Monroe, LA
Melville, NY
Coral Gables, FL
Assets under management$420.8M$442M$441.9M
Asset growth, last 2 years+44%+75%+18%
Advisory staff463
Individual clients2012807
Assets per client$2.1M$1.6M$63.1M
Clients per advisor50472
Main custodianFidelitySchwabJ.P. Morgan
Filing with the SEC since2012 or earlier20142019
Tools in their stack–2–
People on Advicer.bio462

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.

ToolGraham, Bordelon, Golson & Gilbert, Inc.Landmark Wealth Management, LLCMeridiana
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Graham, Bordelon, Golson & Gilbert, Inc.: Fidelity · Landmark Wealth Management, LLC: Schwab · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley