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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 Gulfstream Capital (swap one in):+ Helm Financial Planning LLC $88M+ Mentor Financial Advisory Group, LTD. $88M+ Archer Wealth Advisors $79.6M · Coeur D'alene, ID+ Sun Valley Advisory $79.5M · Scottsdale, AZ
Knoxville, TN
Bethesda, MD
Edina, MN
Assets under management$83.8M$88M$88M
Asset growth, last 2 years––+284%
Advisory staff412
Individual clients664036
Assets per client$1.3M$2.2M$2.4M
Clients per advisor174018
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack141
People on Advicer.bio–21

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

ToolGulfstream CapitalPreserve Private Wealth, LLCHofkin Capital Management, Inc.
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
BlueleafUses it––
Schedule Apps
Calendly–Uses it–