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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 Haven Private (swap one in):+ Global Trust $450.2M · Palm Beach Gardens, FL+ Guidance Capital, Inc. $449.8M · Louisville, KY+ Clarity Capital Advisors, LLC $406.3M · Lakewood Ranch, FL+ Qp Wealth Management, LLC $405M · Boca Raton, FL
Orlando, FL
Boca Raton, FL
Miami, FL
Assets under management$428.1M$452.7M$406.2M
Asset growth, last 2 years–+41%+286%
Advisory staff539
Individual clients1793722,951
Assets per client$2.4M$1.2M$138K
Clients per advisor36124328
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320212023
Tools in their stack222
People on Advicer.bio6417

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

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.Guerra Wealth Advisors
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––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 · Guerra Wealth Advisors: Fidelity, Schwab