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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):+ Amb Wealth, LLC $1.07B · Thomasville, GA+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA+ Buoyant Capital Private Limited $955.1M · Mumbai+ Builder Investment Group $952.5M · Atlanta, GA
Atlanta, GA
Athens, GA
Marietta, GA
Assets under management$1.01B$1.07B$950.2M
Asset growth, last 2 years+49%+57%+11%
Advisory staff5264
Individual clients251682816
Assets per client$4M$1.6M$1.2M
Clients per advisor5026204
Main custodianSchwabSchwabFidelity
Filing with the SEC since201520172012 or earlier
Tools in their stack14–
People on Advicer.bio4212

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 & GoetzAmerican Financial Advisors, 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 · American Financial Advisors, LLC.: Fidelity, Schwab