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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 Greatmark Investment Partners, Inc. (swap one in):+ Elwood & Goetz $1.07B · Athens, GA+ Providence Capital Advisors, LLC $1.07B · Charlotte, NC+ Builder Investment Group $952.5M · Atlanta, GA+ American Financial Advisors, LLC. $950.2M · Marietta, GA
Columbus, GA
Thomasville, GA
Troy, MI
Assets under management$1.02B$1.07B$968.7M
Asset growth, last 2 years+28%+27%–
Advisory staff41512
Individual clients420878957
Assets per client$2.4M$1.2M$1M
Clients per advisor1055980
Main custodianSchwabWells FargoFidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack2–7
People on Advicer.bio4179

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

ToolGreatmark Investment Partners, Inc.Amb Wealth, LLCCarrera Capital Advisors
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Webflow––Uses it
WixUses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Greatmark Investment Partners, Inc.: Schwab · Amb Wealth, LLC: Wells Fargo · Carrera Capital Advisors: Fidelity