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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 Horrell Capital Management, Inc. (swap one in):+ Global Wealth Strategies and Associates, LLC $457M · Denver, CO+ Moseley Investment Management, Inc. $456.8M · Bradention, FL+ Ted Buchan & Company $413.2M · San Diego, CA+ Grove Street Fiduciary, LLC $413.2M · Peterborough, NH
Little Rock, AR
Kokomo, IN
O'fallon, IL
Assets under management$435.1M$456.9M$457.8M
Asset growth, last 2 years+10%+37%+69%
Advisory staff154
Individual clients77159339
Assets per client$5.7M$2.9M$1.4M
Clients per advisor773285
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio134

From each firm's latest Form ADV (Mar 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.

ToolHorrell Capital Management, Inc.Smith FinancialCambridge Capital Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Horrell Capital Management, Inc.: Schwab, BNY · Smith Financial: Schwab, Newport Group Securities, Inc. · Cambridge Capital Management, LLC: Schwab