Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Haven Private (swap one in):+ Global Trust $450.2M · Palm Beach Gardens, FL+ Guidance Capital, Inc. $449.8M · Louisville, KY+ Guerra Wealth Advisors $406.2M · Miami, FL+ Qp Wealth Management, LLC $405M · Boca Raton, FL
Orlando, FL
Boca Raton, FL
Lakewood Ranch, FL
Assets under management$428.1M$452.7M$406.3M
Asset growth, last 2 years–+41%+38%
Advisory staff532
Individual clients17937263
Assets per client$2.4M$1.2M$6.4M
Clients per advisor3612432
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212021
Tools in their stack224
People on Advicer.bio642

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

ToolHaven PrivateImz Advisory Inc.Clarity Capital Advisors, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Portfolio Management
Orion––Uses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Haven Private: Schwab · Imz Advisory Inc.: Schwab, John Hancock Distributors LLC, Nationwide Investment Services Corporation, Fidelity · Clarity Capital Advisors, LLC: Schwab, Ascensus Broker Dealer Services, LLC