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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 Regal Investment Advisors LLC (swap one in):+ Gibson Capital, LLC $3.03B · Wexford, PA+ 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
Lincoln, NE
Assets under management$2.88B$3.03B$3.03B
Asset growth, last 2 years+13%+110%+22%
Advisory staff118614
Individual clients8,220645894
Assets per client$350K$4.7M$3.4M
Clients per advisor7010864
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–––
People on Advicer.bio119–14

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Regal Investment Advisors LLC: Fidelity, Schwab · Carrick Lane LLC: Fidelity, Pershing, Schwab · Pittenger & Anderson Inc: Schwab