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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):+ Round Rock Advisors LLC $906.7M · Wilton, CT+ Berthel Fisher & Company Financial Services, Inc. $906.4M · Cedar Rapids, IA+ Abel Hall, LLC $819.1M · Baton Rouge, LA+ Clear Brook Advisors, Inc. $817.8M · Boston, MA
Mount Laurel, NJ
Chicago, IL
New York, NY
Assets under management$862.3M$906.2M$906.1M
Asset growth, last 2 years+34%+41%+31%
Advisory staff345
Individual clients182216124
Assets per client$4.7M$4.2M$7.3M
Clients per advisor615425
Main custodian–LPL FinancialDeutsche Bank Trust Company Americas
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack251
People on Advicer.bio342

From each firm's latest Form ADV (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.

ToolGsg Advisors LLCRiverpoint Wealth ManagementSouth Street Advisors, LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Gsg Advisors LLC: none listed · Riverpoint Wealth Management: LPL Financial · South Street Advisors, LLC: Deutsche Bank Trust Company Americas, Schwab, J.P. Morgan, Bank of America Private Bank, Julius Baer, Berenberg, LPL Financial, Citi, Fidelity