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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 Guilbault Capital (swap one in):+ Theory Financial $319.2M · Fort Collins, CO+ Valuewealth Services, LLC $319M · Annapolis, MD+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO+ Financial Guidance Group, Inc. $288.4M
Metairie, LA
Farmington, UT
San Juan Capistrano, CA
Assets under management$303.8M$319M$319.4M
Asset growth, last 2 years–+21%−0%
Advisory staff1123
Individual clients138565108
Assets per client$2.2M$565K$3M
Clients per advisor1384736
Main custodianWells FargoSEISchwab
Filing with the SEC since202420182012 or earlier
Tools in their stack–34
People on Advicer.bio2123

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

ToolGuilbault CapitalPromontory Financial Planning, LLCOptivest, Inc.
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Guilbault Capital: Wells Fargo · Promontory Financial Planning, LLC: SEI · Optivest, Inc.: Schwab