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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 Guardian Capital, LLC (swap one in):+ Big Sky Wealth Advisors, LLC $134.6M · Great Falls, MT+ Stonebridge Wealth Management, LLC $134.6M · Frisco, TX+ Arbalpha $121.6M · Miami, FL+ Regal Advisory Services, Inc. $121.4M · Glenview, IL
Wexford, PA
Camp Hill, PA
North Little Rock, AR
Assets under management$128.1M$135.3M$134.5M
Asset growth, last 2 years–+27%+19%
Advisory staff422
Individual clients24084191
Assets per client$534K$1.6M$704K
Clients per advisor604296
Main custodianSchwabAssetMarkSchwab
Filing with the SEC since202420232012 or earlier
Tools in their stack––1
People on Advicer.bio422

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolGuardian Capital, LLCKeller Financial GroupVeach Family Financial
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Guardian Capital, LLC: Schwab · Keller Financial Group: AssetMark · Veach Family Financial: Schwab