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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 Strategies, LLC (swap one in):+ Bmo Nesbitt Burns Securities LTD. $1.2B · Toronto, Ontario+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL+ Parr Mcknight Wealth Management Group $1.07B · Minneapolis, MN+ Marquette Wealth Management $1.07B · Minnetonka, MN
Minneapols, MN
San Diego, CA
Augusta, GA
Assets under management$1.14B$1.2B$1.2B
Asset growth, last 2 years+55%+86%+75%
Advisory staff5198
Individual clients1,2345741,940
Assets per client$922K$2.1M$616K
Clients per advisor24730243
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520182012 or earlier
Tools in their stack422
People on Advicer.bio4198

From each firm's latest Form ADV (Feb 2026, Sep 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 Strategies, LLCCentura Wealth AdvisoryRichard Young Advisors
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Client Data Gathering
PreciseFPUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365Uses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Guardian Wealth Strategies, LLC: Schwab · Centura Wealth Advisory: Schwab · Richard Young Advisors: Schwab