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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 Siebert Advisornxt, LLC. (swap one in):+ Mccollum Christoferson Group, LLC $415.8M · Amherst, NY+ Guardian Wealth Management, LLC $411.1M · Chattanooga, TN+ Pinnacle Family Advisors, LLC $371.7M · Springfield, MO+ Olistico Wealth, LLC $371.5M · Tulsa, OK
New York, NY
New York, NY
Jericho, NY
Assets under management$391.5M$414.7M$413.8M
Asset growth, last 2 years+84%+17%+7%
Advisory staff3272
Individual clients973354154
Assets per client$402K$1.2M$2.7M
Clients per advisor305177
Main custodian–SchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack361
People on Advicer.bio4162

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

ToolSiebert Advisornxt, LLC.Momentum AdvisorsGold Coast Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses it––
Website Builders
Squarespace–Uses it–
WebflowUses it––
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Investment Data/Analytics
Morningstar–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Siebert Advisornxt, LLC.: none listed · Momentum Advisors: Schwab · Gold Coast Wealth Management, LLC: Schwab, Merrill