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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 Imz Advisory Inc. (swap one in):+ Global Kandor Advisors, LLC $483.3M · Miami, FL+ Wimmer Associates LLC $475.9M · Pasadena, CA+ Castle Wealth Management $430.1M · Boynton Beach, FL+ Compass Financial Group, Inc. $429.7M · Deerfield Beach, FL
Boca Raton, FL
Denver, CO
Birmingham, AL
Assets under management$452.7M$475.6M$475.6M
Asset growth, last 2 years+41%+41%−9%
Advisory staff3512
Individual clients372421916
Assets per client$1.2M$1.1M$519K
Clients per advisor1248476
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120142020
Tools in their stack2–1
People on Advicer.bio4612

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

ToolImz Advisory Inc.G&S Capital LLCOneascent Wealth Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Imz Advisory Inc.: Schwab, John Hancock Distributors LLC, Nationwide Investment Services Corporation, Fidelity · G&S Capital LLC: Schwab · Oneascent Wealth Management: Schwab