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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 Wander Financial Services, LLC (swap one in):+ Everguide Financial Group, LLC $45.1M · Cranford, NJ+ Coastal Wealth Management $45.1M · New York, NY+ Cool Creek Financial $40.8M+ Gateway Financial $40.8M · Northfield, OH
Assets under management$43M$45.1M$45.1M
Asset growth, last 2 years–––
Advisory staff122
Individual clients347838
Assets per client$1.3M$578K$1.2M
Clients per advisor343919
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack12–
People on Advicer.bio122

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

ToolWander Financial Services, LLCZizzi InvestmentsPark River Advisors
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly–Uses it–