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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 Guardant Wealth Advisors LLC (swap one in):+ Candela Financial $21K · Toledo, OH+ Exponential Advisors LLC $19K+ Lts Wealth Management $16K · Syracuse, NY+ Floyd Green Financial Services, Inc. $15K · Atlanta, GA
Miami, FL
Austin, TX
Tucson, AZ
Assets under management$18K$20K$16K
Asset growth, last 2 years–−80%–
Advisory staff111
Individual clients251
Assets per client$9K$4K$16K
Clients per advisor251
Main custodian–Interactive Brokers–
Filing with the SEC since202620232023
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Nov 2023). 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: Guardant Wealth Advisors LLC: none listed · Rewbix: Interactive Brokers · Annecy LLC: none listed