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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
Grass Valley, CA
Assets under management$406.9M$428M$386.4M
Asset growth, last 2 years+116%+21%+54%
Advisory staff623
Individual clients800525557
Assets per client$509K$815K$694K
Clients per advisor133263186
Main custodian–LPL FinancialPershing
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–21
People on Advicer.bio633

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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 FinancialOstrofe Financial Consultants Inc
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Greenberg Financial Group: none listed · Abound Financial: LPL Financial · Ostrofe Financial Consultants Inc: Pershing