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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 Wealth Management Inc. (swap one in):+ Key Group Management, Inc. $303.8M · Fountain Hills, AZ+ Ceera Investments, LLC $303.7M+ Signature Financial Services, LTD $274M · Arlington Heights, IL+ Uhlmann Investment Management, L.l.c. $273.2M · Skokie, IL
Peoria, IL
Metairie, LA
Tampa, FL
Assets under management$289.1M$303.8M$303.8M
Asset growth, last 2 years+44%–+44%
Advisory staff412
Individual clients145138273
Assets per client$2M$2.2M$1.1M
Clients per advisor36138137
Main custodianSchwabWells FargoSchwab
Filing with the SEC since2012 or earlier20242017
Tools in their stack1––
People on Advicer.bio522

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

ToolGuardian Wealth Management Inc.Guilbault CapitalBrightwater Advisory, LLC
Website Builders
WixUses it––

Custodians on Form ADV: Guardian Wealth Management Inc.: Schwab · Guilbault Capital: Wells Fargo · Brightwater Advisory, LLC: Schwab, Foley Private Office