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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
Encampment, WY
Assets under management$303.8M$319M$288.4M
Asset growth, last 2 years–+21%+21%
Advisory staff1126
Individual clients138565326
Assets per client$2.2M$565K$885K
Clients per advisor1384754
Main custodianWells FargoSEILPL Financial
Filing with the SEC since202420182021
Tools in their stack–33
People on Advicer.bio2127

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

ToolGuilbault CapitalPromontory Financial Planning, LLCTraction Financial Partners
Client File Sharing
Dropbox–Uses it–
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––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 · Traction Financial Partners: LPL Financial