Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Laughter Financial (swap one in):+ Baltimore Avenue Investments, LLC $21.3M · Towson, MD+ Neat Financial Planning $21.3M · Falls Church, VA+ M.a. Global Investment Advisor, LLC $19.3M · Southfield, MI+ Balancing Life Financial Planning $19.3M · Orange, CA
Henrico, VA
Assets under management$20.3M$21.3M$21.3M
Asset growth, last 2 years––+152%
Advisory staff111
Individual clients234184
Assets per client$882K$520K$254K
Clients per advisor234184
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack––1
People on Advicer.bio111

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

ToolLaughter FinancialGateway Financial Group, Inc.Center Hill Wealth, LLC
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Laughter Financial: none listed · Gateway Financial Group, Inc.: none listed · Center Hill Wealth, LLC: Schwab