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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):+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Great River Financial $201.9M · Plymouth, MN+ Godfrey Financial Associates, Inc. $182.5M · Glenmont, NY+ Summit Wealth Group, LLC $182.5M · Tulsa, OK
Eagan, MN
Minneapolis, MN
Mendota Heights, MN
Assets under management$192.2M$203.5M$182.5M
Asset growth, last 2 years−21%+91%+10%
Advisory staff263
Individual clients7747872
Assets per client$2.5M$426K$2.5M
Clients per advisor398024
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack11–
People on Advicer.bio162

From each firm's latest Form ADV (Sep 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.

ToolGs Investment IncElement Squared Private WealthWold Financial Group
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Website Builders
SquarespaceUses it––

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