Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Greenwood Gearhart, LLC (swap one in):+ Adell Harriman & Carpenter $2.09B · Houston, TX+ First Heartland Consultants, Inc. $2.09B · Lake St. Louis, MO+ Naviter Wealth, LLC $1.87B · Little Rock, AR+ Austin Asset $1.87B · Austin, TX
Fayetteville, AR
Clearwater, FL
Miamisburg, OH
Assets under management$1.97B$2.08B$2.07B
Asset growth, last 2 years+78%–+5%
Advisory staff141323
Individual clients1,051534755
Assets per client$1.9M$3.9M$2.7M
Clients per advisor754133
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–––
People on Advicer.bio203418

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Greenwood Gearhart, LLC: Schwab · Indivisible Partners: none listed · Eubel Brady & Suttman: Schwab