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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 Gulf Coast Investment Management (swap one in):+ Goshen Capital LLC $23.8M+ Windemere Advisors, LLC $23.8M · Valdosta, GA+ Envision Wealth Planning Inc. $21.5M · Chicago, IL+ Family and Money Matters $21.5M · Coral Gables, FL
Naples, FL
Cincinnati, OH
Assets under management$22.7M$23.8M$21.5M
Asset growth, last 2 years−17%––
Advisory staff111
Individual clients254922
Assets per client$907K$486K$979K
Clients per advisor254922
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–13
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2022, Aug 2026, Mar 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

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.

ToolGulf Coast Investment ManagementPatrumin Investors, LLCEntrypoint Wealth Management
Client Data Gathering
PreciseFP–Uses it–
Custodial Platform
Axos––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it