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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 Gwn Securities Inc. (swap one in):+ Moran Wealth Management, LLC $5.1B · Naples, FL+ Stifel Independent Advisors, LLC $5.01B · St Louis, MO+ Cwa Asset Management Group $4.51B · Naples, FL+ Good Life Advisors, LLC $4.35B · Celebration, FL
Palm Beach Gardens, FL
Miami, FL
New York, NY
Assets under management$4.75B$5.2B$5B
Asset growth, last 2 years+54%+86%+1,146%
Advisory staff44818101
Individual clients37,7632644,552
Assets per client$126K$19.7M$1.1M
Clients per advisor841545
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–12
People on Advicer.bio45222214

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

ToolGwn Securities Inc.GentrustSavvy
CRM
HubSpot––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Gwn Securities Inc.: Fidelity, Pershing · Gentrust: Fidelity · Savvy: Schwab, Fidelity