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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 Komorebi Global (swap one in):+ Guideway Financial, LLC $69.4M+ Wellspring Financial, LLC $69.4M+ Harlan Financial LLC $62.7M+ Cornerstone Investment Advisors, Inc. $62.7M
Coral Springs, FL
Austin, TX
Assets under management$66M$69.4M$69.5M
Asset growth, last 2 years−17%––
Advisory staff141
Individual clients2622734
Assets per client$2.5M$306K$2M
Clients per advisor265734
Main custodianBanque Syz Sa––
Filing with the SEC since202020262026
Tools in their stack114
People on Advicer.bio141

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolKomorebi GlobalProsperitus Wealth AdvisorsEverlong Financial
Client File Sharing
ShareFile––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Komorebi Global: Banque Syz Sa, BNY, Pershing · Prosperitus Wealth Advisors: none listed · Everlong Financial: none listed