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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):+ Gold Coast Wealth Management, LLC $413.8M · Jericho, 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
Amherst, NY
Assets under management$391.5M$414.7M$415.8M
Asset growth, last 2 years+84%+17%−1%
Advisory staff3273
Individual clients973354337
Assets per client$402K$1.2M$1.2M
Clients per advisor3051112
Main custodian–SchwabPershing
Filing with the SEC since20172012 or earlier2015
Tools in their stack36–
People on Advicer.bio4163

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 AdvisorsMccollum Christoferson Group, LLC
Custodial Platform
Charles Schwab–Uses 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 · Mccollum Christoferson Group, LLC: Pershing