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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 Lang Capital (swap one in):+ Powers Investment Advisory Corporation $111.6M+ Financial Mountain Inc $111.3M · Boulder, CO+ Pawleys Investment Advisors, LLC $100.7M+ Ggcfo Advisors $100.6M
Bluffton, SC
Miami, FL
Metairie, LA
Assets under management$106M$111.3M$111.4M
Asset growth, last 2 years–+75%–
Advisory staff228
Individual clients15258167
Assets per client$697K$1.9M$667K
Clients per advisor762921
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack11–
People on Advicer.bio226

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

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.

ToolLang CapitalGoiLegacy Investment Strategies, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Lang Capital: none listed · Goi: Schwab, Interactive Brokers · Legacy Investment Strategies, LLC: none listed