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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 Gsg Advisors LLC (swap one in):+ Berthel Fisher & Company Financial Services, Inc. $906.4M · Cedar Rapids, IA+ South Street Advisors, LLC $906.1M · New York, NY+ Abel Hall, LLC $819.1M · Baton Rouge, LA+ Clear Brook Advisors, Inc. $817.8M · Boston, MA
Mount Laurel, NJ
Chicago, IL
Wilton, CT
Assets under management$862.3M$906.2M$906.7M
Asset growth, last 2 years+34%+41%+35%
Advisory staff3412
Individual clients182216622
Assets per client$4.7M$4.2M$1.5M
Clients per advisor615452
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20132017
Tools in their stack251
People on Advicer.bio3410

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

ToolGsg Advisors LLCRiverpoint Wealth ManagementRound Rock Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Website Builders
Webflow–Uses it–
WixUses it––
Financial Planning
eMoneyUses itUses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Gsg Advisors LLC: none listed · Riverpoint Wealth Management: LPL Financial · Round Rock Advisors LLC: Schwab, Fidelity, UBS