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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 Mcguire Capital Advisors, Inc. (swap one in):+ Gibraltar Wealth Management, LLC $212.7M · Abington, PA+ Up Capital Management $212.6M+ The Archer Consulting Group, LLC $192.2M · Thibodaux, LA+ Oak Tree Investment Advisors $192.2M · Pittsburgh, PA
Bethany, OK
Tempe, AZ
Fort Wayne, IN
Assets under management$202.4M$212.6M$212.6M
Asset growth, last 2 years–+71%+39%
Advisory staff437
Individual clients1,422169483
Assets per client$142K$1.3M$440K
Clients per advisor3565669
Main custodian–SchwabPershing
Filing with the SEC since2012 or earlier20222022
Tools in their stack–2–
People on Advicer.bio437

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

ToolMcguire Capital Advisors, Inc.Harding Wealth, Inc.Financial Planning Services
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mcguire Capital Advisors, Inc.: none listed · Harding Wealth, Inc.: Schwab, Altruist · Financial Planning Services: Pershing, Fidelity