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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 Luminate Financial Planning (swap one in):+ Robert Gujral CPA $36.8M+ Open Door Investment Advisors, Inc. $36.8M+ J Sohn, LLC. $33.3M+ Mtr Advisory Services, Inc. $33.2M · Austin, TX
Charlotte, NC
Lufkin, TX
Assets under management$35M$36.8M$36.8M
Asset growth, last 2 years––+198%
Advisory staff116
Individual clients5949133
Assets per client$594K$751K$277K
Clients per advisor594922
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack141
People on Advicer.bio115

From each firm's latest Form ADV (Jan 2026, Feb 2026, May 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.

ToolLuminate Financial PlanningSilvis Financial11 Financial
Custodial Platform
Altruist–Uses it–
SEI–Uses it–
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Luminate Financial Planning: none listed · Silvis Financial: none listed · 11 Financial: Schwab