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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 Greenberg Financial Group (swap one in):+ Haven Private $428.1M · Orlando, FL+ Shearwater Capital $427.3M · Denver, CO+ Skyline Advisors, Inc. $386.5M · Bellingham, WA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA
Tucson, AZ
Granite Bay, CA
La Jolla, CA
Assets under management$406.9M$428M$386.5M
Asset growth, last 2 years+116%+21%+28%
Advisory staff627
Individual clients800525278
Assets per client$509K$815K$1.4M
Clients per advisor13326340
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20232015
Tools in their stack–24
People on Advicer.bio637

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

ToolGreenberg Financial GroupAbound FinancialCanter Wealth
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Greenberg Financial Group: none listed · Abound Financial: LPL Financial · Canter Wealth: Schwab