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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
Assets under management$66M$69.4M$62.7M
Asset growth, last 2 years−17%––
Advisory staff142
Individual clients26227101
Assets per client$2.5M$306K$621K
Clients per advisor265751
Main custodianBanque Syz Sa––
Filing with the SEC since202020262026
Tools in their stack11–
People on Advicer.bio142

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

ToolKomorebi GlobalProsperitus Wealth AdvisorsLisch Investment Management LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Komorebi Global: Banque Syz Sa, BNY, Pershing · Prosperitus Wealth Advisors: none listed · Lisch Investment Management LLC: none listed