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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 Gs Investment Inc (swap one in):+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Godfrey Financial Associates, Inc. $182.5M · Glenmont, NY+ Wold Financial Group $182.5M · Mendota Heights, MN
Eagan, MN
Minneapolis, MN
Plymouth, MN
Assets under management$192.2M$203.5M$201.9M
Asset growth, last 2 years−21%+91%+42%
Advisory staff263
Individual clients77478136
Assets per client$2.5M$426K$1.5M
Clients per advisor398045
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack115
People on Advicer.bio163

From each firm's latest Form ADV (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

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.

ToolGs Investment IncElement Squared Private WealthGreat River Financial
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Gs Investment Inc: Schwab · Element Squared Private Wealth: Fidelity · Great River Financial: Schwab