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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 Greenwood Gearhart, LLC (swap one in):+ Adell Harriman & Carpenter $2.09B · Houston, TX+ Eubel Brady & Suttman $2.07B · Miamisburg, OH+ Naviter Wealth, LLC $1.87B · Little Rock, AR+ Austin Asset $1.87B · Austin, TX
Fayetteville, AR
Clearwater, FL
Lake St. Louis, MO
Assets under management$1.97B$2.08B$2.09B
Asset growth, last 2 years+78%–+22%
Advisory staff141388
Individual clients1,0515346,350
Assets per client$1.9M$3.9M$328K
Clients per advisor754172
Main custodianSchwab–Pershing
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–––
People on Advicer.bio203499

From each firm's latest Form ADV (Jul 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

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 · First Heartland Consultants, Inc.: Pershing