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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):+ First Heartland Consultants, Inc. $2.09B · Lake St. Louis, MO+ 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
Waukesha, WI
Assets under management$1.97B$2.08B$1.87B
Asset growth, last 2 years+78%–+40%
Advisory staff141315
Individual clients1,0515342,339
Assets per client$1.9M$3.9M$799K
Clients per advisor7541156
Main custodianSchwab–LPL Financial
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––1
People on Advicer.bio203417

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

ToolGreenwood Gearhart, LLCIndivisible PartnersIag Wealth Partners, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it

Custodians on Form ADV: Greenwood Gearhart, LLC: Schwab · Indivisible Partners: none listed · Iag Wealth Partners, LLC: LPL Financial