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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):+ Optivest, Inc. $319.4M · San Juan Capistrano, CA+ Theory Financial $319.2M · Fort Collins, CO+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO+ Financial Guidance Group, Inc. $288.4M
Metairie, LA
Farmington, UT
Annapolis, MD
Assets under management$303.8M$319M$319M
Asset growth, last 2 years–+21%+62%
Advisory staff1124
Individual clients138565420
Assets per client$2.2M$565K$759K
Clients per advisor13847105
Main custodianWells FargoSEI–
Filing with the SEC since202420182019
Tools in their stack–36
People on Advicer.bio2126

From each firm's latest Form ADV (Mar 2026, Feb 2026, Oct 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, LLCValuewealth Services, LLC
Custodial Platform
Charles Schwab––Uses it
SEI––Uses it
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client File Sharing
Dropbox–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Guilbault Capital: Wells Fargo · Promontory Financial Planning, LLC: SEI · Valuewealth Services, LLC: none listed