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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+ Capital Square, LLC $449.9M · Athens, TN+ Clarity Capital Advisors, LLC $406.3M · Lakewood Ranch, FL+ Guerra Wealth Advisors $406.2M · Miami, FL
Orlando, FL
Boca Raton, FL
Louisville, KY
Assets under management$428.1M$452.7M$449.8M
Asset growth, last 2 years–+41%+56%
Advisory staff537
Individual clients179372756
Assets per client$2.4M$1.2M$595K
Clients per advisor36124108
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212022
Tools in their stack22–
People on Advicer.bio648

From each firm's latest Form ADV (Apr 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

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.Guidance Capital, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–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 · Guidance Capital, Inc.: Schwab