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 Regal Investment Advisors LLC (swap one in):+ Pittenger & Anderson Inc $3.03B · Lincoln, NE+ Globalt Investments $3.02B · Atlanta, GA+ Cfs Investment Advisory Services LLC $2.73B · Totowa, NJ+ Npf Investment Advisors $2.69B · Grand Rapids, MI
Kentwood, MI
New York, NY
Wexford, PA
Assets under management$2.88B$3.03B$3.03B
Asset growth, last 2 years+13%+110%+25%
Advisory staff11867
Individual clients8,220645222
Assets per client$350K$4.7M$13.7M
Clients per advisor7010832
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack––2
People on Advicer.bio119–5

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

ToolRegal Investment Advisors LLCCarrick Lane LLCGibson Capital, LLC
Client File Sharing
ShareFile––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Regal Investment Advisors LLC: Fidelity, Schwab · Carrick Lane LLC: Fidelity, Pershing, Schwab · Gibson Capital, LLC: Fidelity