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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+ Austin Asset $1.87B · Austin, TX+ Iag Wealth Partners, LLC $1.87B · Waukesha, WI
Fayetteville, AR
Clearwater, FL
Little Rock, AR
Assets under management$1.97B$2.08B$1.87B
Asset growth, last 2 years+78%–+43%
Advisory staff141313
Individual clients1,051534332
Assets per client$1.9M$3.9M$5.6M
Clients per advisor754126
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242020
Tools in their stack–––
People on Advicer.bio203416

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 · Naviter Wealth, LLC: Schwab