Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Partners Inc. (swap one in):+ Biltmore Family Office, LLC $3.47B · Charlotte, NC+ Donaldson Capital Management LLC $3.46B · Evansville, IN+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Winthrop Wealth $3.1B · Boston, MA
Toronto, Ontario
Calabasas, CA
Wayne, PA
Assets under management$3.29B$3.47B$3.48B
Asset growth, last 2 years–+31%+89%
Advisory staff302515
Individual clients2,6961,215750
Assets per client$1.2M$2.9M$4.6M
Clients per advisor904950
Main custodianCibc Mellon Trust CompanySchwabSchwab
Filing with the SEC since20242012 or earlier2019
Tools in their stack–33
People on Advicer.bio63017

From each firm's latest Form ADV (Mar 2026, May 2026, Jul 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 Partners Inc.Morton WealthKathmere Capital Management, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Legacy Planning
Everplans––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Guardian Partners Inc.: Cibc Mellon Trust Company · Morton Wealth: Schwab, Fidelity · Kathmere Capital Management, LLC: Schwab