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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+ Canter Wealth $386.5M · La Jolla, CA+ Skyline Advisors, Inc. $386.5M · Bellingham, WA
Tucson, AZ
Granite Bay, CA
Assets under management$406.9M$428M$428.4M
Asset growth, last 2 years+116%+21%+19%
Advisory staff621
Individual clients8005257
Assets per client$509K$815K$61.2M
Clients per advisor1332637
Main custodian–LPL FinancialUBS
Filing with the SEC since2012 or earlier20232018
Tools in their stack–2–
People on Advicer.bio631

From each firm's latest Form ADV (Mar 2026, Oct 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 FinancialLega Z Advisory LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Greenberg Financial Group: none listed · Abound Financial: LPL Financial · Lega Z Advisory LLC: UBS, Brown Brothers Harriman & Co, BNY