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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 Guerra Wealth Advisors (swap one in):+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Castle Wealth Management $430.1M · Boynton Beach, FL+ Alternative Investment Advisors, LLC $385.9M · Maitland, FL+ Ranch Capital Advisors Inc. $385.5M · Sarasota, FL
Miami, FL
Deerfield Beach, FL
Orlando, FL
Assets under management$406.2M$429.7M$428.1M
Asset growth, last 2 years+286%+14%–
Advisory staff945
Individual clients2,951120179
Assets per client$138K$3.6M$2.4M
Clients per advisor3283036
Main custodianFidelitySchwabSchwab
Filing with the SEC since20232012 or earlier2023
Tools in their stack212
People on Advicer.bio1736

From each firm's latest Form ADV (Mar 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.

ToolGuerra Wealth AdvisorsCompass Financial Group, Inc.Haven Private
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Guerra Wealth Advisors: Fidelity, Schwab · Compass Financial Group, Inc.: Schwab · Haven Private: Schwab