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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+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL+ Pacifica Capital Investments $747.6M
Sarasota, FL
Columbus, OH
Assets under management$787.4M$827.7M$747.8M
Asset growth, last 2 years+208%+72%+29%
Advisory staff16911
Individual clients8741,307570
Assets per client$901K$633K$1.3M
Clients per advisor5514552
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201720132012 or earlier
Tools in their stack––4
People on Advicer.bio1496

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, LLCWaller Financial Planning Group, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney––Uses it

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