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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 West Paces Advisors, Inc. (swap one in):+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA+ Worthpointe $1.06B+ Builder Investment Group $952.5M · Atlanta, GA+ American Financial Advisors, LLC. $950.2M · Marietta, GA
Atlanta, GA
Athens, GA
Thomasville, GA
Assets under management$1.01B$1.07B$1.07B
Asset growth, last 2 years+49%+57%+27%
Advisory staff52615
Individual clients251682878
Assets per client$4M$1.6M$1.2M
Clients per advisor502659
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since201520172012 or earlier
Tools in their stack14–
People on Advicer.bio42117

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

ToolWest Paces Advisors, Inc.Elwood & GoetzAmb Wealth, LLC
CRM
SS&C Black DiamondUses it––
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: West Paces Advisors, Inc.: Schwab · Elwood & Goetz: Schwab · Amb Wealth, LLC: Wells Fargo