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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+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL
Sarasota, FL
Los Angeles, CA
Assets under management$787.4M$827.7M$828.7M
Asset growth, last 2 years+208%+72%+54%
Advisory staff1698
Individual clients8741,307637
Assets per client$901K$633K$1.3M
Clients per advisor5514580
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201720132012 or earlier
Tools in their stack––1
People on Advicer.bio1498

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jan 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, LLCMason & Associates, Inc.
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Investor Fan: Schwab · Walsh & Associates, LLC: LPL Financial · Mason & Associates, Inc.: Schwab