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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 Investor Fan (swap one in):+ Global Financial Private Client $828.3M · Sarasota, FL+ Edge Wealth Management, LLC $827.2M · New York, NY+ Waller Financial Planning Group, Inc. $747.8M · Columbus, OH+ Pacifica Capital Investments $747.6M
Sarasota, FL
Boca Raton, FL
Assets under management$787.4M$827.7M$747.7M
Asset growth, last 2 years+208%+72%+23%
Advisory staff1692
Individual clients8741,30746
Assets per client$901K$633K$16.3M
Clients per advisor5514523
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201720132023
Tools in their stack––2
People on Advicer.bio1492

From each firm's latest Form ADV (Oct 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.

ToolInvestor FanWalsh & Associates, LLCFiduciary Family Office, LLC
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Investor Fan: Schwab · Walsh & Associates, LLC: LPL Financial · Fiduciary Family Office, LLC: Schwab