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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 Gw Financial (swap one in):+ Sherman Asset Management, Inc. $140.8M · Ventura, CA+ Clear Sky Financial, LP $140.6M · Prosper, TX+ Strategic Portfolio Managers $127.1M · Northfield, IL+ Double Bay Management & Planning $127M · San Francisco, CA
Reno, NV
Mercer Island, WA
Bakersfield, CA
Assets under management$133.8M$140.7M$140.8M
Asset growth, last 2 years+43%–+44%
Advisory staff223
Individual clients9332348
Assets per client$1.4M$4.4M$405K
Clients per advisor4716116
Main custodianSchwab–Raymond James
Filing with the SEC since2012 or earlier20242019
Tools in their stack3–1
People on Advicer.bio223

From each firm's latest Form ADV (Apr 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

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.

ToolGw FinancialDlk Investment Advisors, LLCMestmaker & Petrey Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Gw Financial: Schwab · Dlk Investment Advisors, LLC: none listed · Mestmaker & Petrey Wealth Advisors: Raymond James